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 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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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 Q1 2022
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