Bernardo Wealth Planning 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 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$595,088
-6.7%
15,916
+0.0%
0.24%
-7.5%
Q2 2023$637,911
-0.2%
15,911
+0.0%
0.25%
-7.3%
Q1 2023$638,909
+0.7%
15,909
+0.0%
0.27%
-7.7%
Q4 2022$634,698
-30.8%
15,903
-36.1%
0.30%
-42.8%
Q3 2022$917,000
-7.6%
24,880
-2.7%
0.52%
-8.5%
Q2 2022$992,000
-7.6%
25,580
+0.7%
0.57%
+6.4%
Q1 2022$1,074,000
-0.6%
25,403
+1.2%
0.53%
+1.1%
Q4 2021$1,080,000
+22.2%
25,109
+11.2%
0.53%
+2.5%
Q3 2021$884,000
-1.4%
22,575
+0.0%
0.51%
-4.5%
Q2 2021$897,000
-90.2%
22,572
-90.6%
0.54%
-90.7%
Q1 2021$9,122,000
+6.6%
240,180
-1.6%
5.80%
+75.8%
Q4 2020$8,561,000
-0.4%
244,115
-10.6%
3.30%
-14.5%
Q3 2020$8,594,000
+33.8%
273,174
+29.0%
3.86%
+12.2%
Q2 2020$6,421,000
+1598.7%
211,784
+1449.8%
3.44%
+1209.9%
Q1 2020$378,000–13,665–0.26%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2021
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