PRW 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 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q1 2023$412,881
-47.6%
10,172
-48.4%
0.16%
-52.5%
Q4 2022$787,424
+29.9%
19,730
+16.5%
0.34%
+17.3%
Q3 2022$606,000
-45.4%
16,930
-40.7%
0.29%
-55.6%
Q2 2022$1,109,000
-8.2%
28,5560.0%0.65%
+21.5%
Q1 2022$1,208,000
+152.2%
28,556
+156.7%
0.54%
+140.4%
Q4 2021$479,000
+0.4%
11,126
-8.6%
0.22%
-6.7%
Q3 2021$477,000
-46.3%
12,176
-47.9%
0.24%
-45.1%
Q1 2021$888,000
+18.1%
23,376
+8.9%
0.44%
+2.8%
Q4 2020$752,000
+88.0%
21,457
+68.6%
0.42%
+47.9%
Q3 2020$400,000
+12.7%
12,724
+8.5%
0.29%
+1.1%
Q2 2020$355,000
-12.1%
11,724
-19.7%
0.28%
-42.2%
Q1 2020$404,000
-93.4%
14,609
-91.4%
0.49%
-92.9%
Q4 2019$6,093,000
+2.7%
169,100
-0.7%
6.92%
-4.0%
Q3 2019$5,935,000
+6.3%
170,252
+2.9%
7.21%
+16.4%
Q2 2019$5,584,000
+9.1%
165,504
+5.0%
6.19%
+30.1%
Q1 2019$5,119,000
+20.8%
157,635
+8.1%
4.76%
-9.6%
Q4 2018$4,237,000–145,820–5.26%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2019
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