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 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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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 Q4 2022
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