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 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
Apexium Financial, LP 72,811$2,117,00020.32%
New England Private Wealth Advisors LLC 1,557,946$45,317,00013.31%
Advisory Resource Group 435,161$12,654,0007.76%
MEANS INVESTMENT CO., INC. 436,172$12,684,0007.02%
Genesee Capital Advisors, LLC 132,872$3,864,0006.32%
PRW Wealth Management LLC 145,820$4,237,0005.26%
Capital Asset Advisory Services LLC 165,233$4,805,0004.60%
Milestone Advisory Partners 180,512$5,217,0004.51%
Avestar Capital, LLC 185,547$5,343,0003.65%
DFPG INVESTMENTS, LLC 63,646$1,851,0002.45%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders