TRANSCEND CAPITAL ADVISORS, 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 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$328,852
+6.8%
8,795
+14.5%
0.03%
+10.3%
Q2 2023$307,873
+53.2%
7,680
+45.3%
0.03%
+20.8%
Q1 2021$201,000–5,284–0.02%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2021
NameSharesValueWeighting ↓
Walker Asset Management, LLC 38,748$1,571,6191.14%
PARK NATIONAL CORP /OH/ 508,872$20,639,8490.84%
RVW Wealth, LLC 172,950$7,014,8390.77%
WealthPLAN Partners, LLC 19,926$808,1990.08%
Pacifica Partners Inc. 1,310$51,5620.02%
Compass Wealth Management LLC 888$36,0180.01%
Bartlett & Co. LLC 3,500$1420.00%
MASSMUTUAL TRUST CO FSB/ADV 908$36,8280.00%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders