TRANSCEND CAPITAL ADVISORS, LLC - FIRST TR VALUE LINE DIVID IN ownership

FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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$201,0005,2840.02%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2023
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 746,763$17,835,0007.08%
Rehmann Capital Advisory Group 853,512$20,382,0004.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 389,260$9,296,0002.36%
LifePlan Financial Group, Inc 52,929$1,264,0000.90%
Concorde Asset Management, LLC 31,100$743,0000.83%
Kovack Advisors, Inc. 37,563$897,0000.59%
Affiance Financial, LLC 23,105$552,0000.57%
Johanson Financial Advisors, Inc. 15,680$375,0000.49%
Citizens Business Bank 86,382$2,063,0000.40%
INVESTMENT CENTERS OF AMERICA INC 122,524$2,922,0000.38%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders