MBE 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 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
MBE Wealth Management, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$1,122,929
-47.3%
30,033
-43.5%
0.64%
-43.7%
Q2 2023$2,129,496
-1.3%
53,118
-1.2%
1.14%
-9.9%
Q1 2023$2,158,438
-0.5%
53,746
-1.1%
1.27%
-9.2%
Q4 2022$2,169,015
+11.3%
54,348
-0.1%
1.40%
-1.5%
Q3 2022$1,948,000
-14.3%
54,418
-7.0%
1.42%
-10.3%
Q2 2022$2,272,000
-9.8%
58,531
-1.7%
1.58%
+5.8%
Q1 2022$2,519,000
-3.7%
59,562
-2.0%
1.50%
+11.5%
Q4 2021$2,615,000
-1.5%
60,754
-10.3%
1.34%
-0.7%
Q3 2021$2,654,000
-14.9%
67,708
-13.7%
1.35%
-16.3%
Q2 2021$3,119,000
-77.6%
78,432
-78.6%
1.62%
-78.7%
Q1 2021$13,939,000
+8.4%
367,004
+0.1%
7.56%
-13.0%
Q4 2020$12,856,000
+86.5%
366,608
+61.3%
8.69%
+50.1%
Q3 2020$6,892,000
+0.1%
227,311
+0.1%
5.79%
+0.0%
Q2 2020$6,885,000
+3641.8%
227,097
+3309.9%
5.79%
+3208.6%
Q1 2020$184,000–6,660–0.18%–
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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