Vestmark Advisory Solutions, Inc. - 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
Vestmark Advisory Solutions, Inc. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q2 2023$1,619,436
-0.7%
40,395
-0.5%
0.06%
-12.7%
Q1 2023$1,630,536
-2.0%
40,601
-2.6%
0.07%
-12.3%
Q4 2022$1,663,010
+3.2%
41,669
-7.4%
0.08%
-10.0%
Q3 2022$1,611,000
-13.0%
45,008
-5.7%
0.09%
-15.1%
Q2 2022$1,852,000
-12.4%
47,718
-4.5%
0.11%
-11.7%
Q1 2022$2,114,000
-3.1%
49,971
-1.4%
0.12%
-2.4%
Q4 2021$2,181,000
+16.3%
50,683
+6.0%
0.12%
-3.1%
Q3 2021$1,875,000
+5.7%
47,830
+7.2%
0.13%
+0.8%
Q2 2021$1,774,000
+9.6%
44,598
+4.6%
0.13%
-12.5%
Q1 2021$1,619,000
+25.8%
42,626
+16.2%
0.14%0.0%
Q4 2020$1,287,000
+35.6%
36,688
+21.6%
0.14%
+13.4%
Q3 2020$949,000
+237.7%
30,171
+225.5%
0.13%
+195.3%
Q2 2020$281,000
-10.5%
9,268
-18.3%
0.04%
-29.5%
Q1 2020$314,000
-20.3%
11,347
+3.7%
0.06%
-24.7%
Q4 2019$394,000
+22.7%
10,941
+18.8%
0.08%
+55.8%
Q3 2019$321,000
+24.9%
9,206
+20.6%
0.05%
+18.2%
Q2 2019$257,000–7,631–0.04%–
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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