Wagner Wealth Management, LLC - FIRST TR VALUE LINE DIVID IN ownership

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FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$4,511,822
-9.1%
120,669
-2.6%
1.66%
-12.6%
Q2 2023$4,964,770
+0.0%
123,841
+0.2%
1.90%
-15.9%
Q1 2023$4,963,261
-1.8%
123,587
-2.4%
2.26%
-27.9%
Q4 2022$5,055,335
+14.7%
126,668
+2.9%
3.13%
-4.3%
Q3 2022$4,407,000
-9.2%
123,139
-1.5%
3.27%
-15.5%
Q2 2022$4,853,000
-8.5%
125,049
-0.3%
3.87%
+4.2%
Q1 2022$5,306,000
+3.1%
125,436
+4.9%
3.71%
-5.7%
Q4 2021$5,145,000
+5.5%
119,540
+0.9%
3.94%
+1.1%
Q3 2021$4,879,000
+8.3%
118,443
+4.5%
3.89%
+20.5%
Q2 2021$4,507,000
+8.2%
113,330
+3.3%
3.23%
-1.3%
Q1 2021$4,167,000
+25.4%
109,721
+15.8%
3.27%
+3.7%
Q4 2020$3,324,000
-14.0%
94,786
-22.5%
3.16%
+22.5%
Q3 2018$3,867,000
+5.5%
122,226
+1.0%
2.58%
-2.6%
Q2 2018$3,665,000
+2.0%
121,044
+0.7%
2.64%
-3.4%
Q1 2018$3,592,000
-0.8%
120,178
+2.8%
2.74%
+1.1%
Q4 2017$3,620,000–116,896–2.71%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 429,122$16,822,00016.60%
Kowal Investment Group, LLC 1,316,721$51,615,00016.32%
Ten Capital Wealth Advisors, LLC 627,972$24,616,00011.51%
BHF RG Capital Inc. 395,618$15,506,00010.36%
Fountainhead AM, LLC 519,212$20,353,0009.85%
Fortress Wealth Group, LLC 229,149$8,983,0007.77%
Prism Advisors, Inc. 530,797$20,807,0007.42%
Grant/GrossMendelsohn, LLC 197,905$8,183,0006.50%
New England Private Wealth Advisors LLC 869,271$34,072,0006.36%
Legacy Capital Wealth Partners, LLC 3,425,841$16,242,0006.35%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders