Strategic Family Wealth Counselors, L.L.C. - 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 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$5,563,050
-6.7%
148,784
+0.0%
2.67%
-2.5%
Q2 2023$5,963,918
+0.5%
148,763
+0.7%
2.74%
-2.5%
Q1 2023$5,934,644
+6.7%
147,775
+6.1%
2.81%
+2.0%
Q4 2022$5,560,845
+12.1%
139,335
+0.6%
2.76%
+13.3%
Q3 2022$4,959,000
-3.9%
138,565
+4.2%
2.43%
-1.7%
Q2 2022$5,161,000
-4.2%
132,983
+4.4%
2.48%
+13.9%
Q1 2022$5,390,000
+1.9%
127,414
+3.7%
2.17%
+28.2%
Q4 2021$5,288,000
+18.9%
122,864
+8.3%
1.70%
+11.4%
Q3 2021$4,446,000
+20.2%
113,406
+22.0%
1.52%
+25.8%
Q2 2021$3,698,000
+21.2%
92,990
+15.7%
1.21%
+5.0%
Q1 2021$3,052,000
+15.7%
80,348
+6.8%
1.15%
-15.4%
Q4 2020$2,638,000
+48.6%
75,215
+33.3%
1.36%
+36.5%
Q3 2020$1,775,000
+3.4%
56,412
-0.4%
1.00%
-7.9%
Q2 2020$1,717,000
+65.1%
56,628
+50.7%
1.08%
+39.1%
Q1 2020$1,040,000–37,587–0.78%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q2 2021
NameSharesValueWeighting ↓
UNIONVIEW, LLC 363,669$13,597,59912.85%
Next Level Private LLC 430,436$15,844,34810.51%
BELLEVUE ASSET MANAGEMENT, LLC 342,835$12,818,6008.61%
Spectrum Wealth Advisory Group, LLC 134,842$5,041,7486.98%
Kraft, Davis & Associates, LLC 504,187$18,453,2056.94%
New England Private Wealth Advisors LLC 877,596$32,842,3986.85%
Petix & Botte Co 562,842$21,044,5566.64%
BARNES PETTEY FINANCIAL ADVISORS, LLC 189,384$7,081,0686.50%
ICA Group Wealth Management, LLC 583,668$21,816,0266.13%
Mainsail Financial Group, LLC 182,464$6,721,1386.10%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders