Keystone Financial Group - 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 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Keystone Financial Group ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$716,170
+0.5%
19,154
+7.8%
0.12%
-0.8%
Q2 2023$712,325
+0.6%
17,768
+0.2%
0.12%
-13.6%
Q4 2022$707,911
+11.5%
17,7380.0%0.14%
+8.5%
Q3 2022$635,000
-65.9%
17,738
-63.0%
0.13%
-65.0%
Q2 2022$1,862,000
-8.4%
47,987
-0.2%
0.37%
+7.0%
Q1 2022$2,033,000
-1.0%
48,061
+0.7%
0.34%
+2.4%
Q4 2021$2,054,000
+7.1%
47,730
-2.5%
0.34%
-2.9%
Q3 2021$1,918,000
-0.6%
48,935
+0.8%
0.35%
-0.9%
Q2 2021$1,930,000
+4.8%
48,537
+0.1%
0.35%
-2.5%
Q1 2021$1,841,000
-2.7%
48,479
-10.2%
0.36%
-8.9%
Q4 2020$1,893,000
-11.4%
53,966
-20.5%
0.39%
-24.8%
Q3 2020$2,136,000
+2.7%
67,906
-1.0%
0.52%
-7.3%
Q2 2020$2,079,000
+9.4%
68,562
-0.2%
0.56%
-10.3%
Q1 2020$1,901,000
-13.4%
68,672
+12.8%
0.63%
+7.0%
Q4 2019$2,194,000
+411.4%
60,885
+395.3%
0.59%
+346.2%
Q3 2019$429,000
+99.5%
12,292
+92.8%
0.13%
+88.6%
Q2 2019$215,000–6,374–0.07%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2020
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