PSI 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 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q2 2024$479,343
-7.7%
11,763
-4.4%
0.15%
-19.1%
Q1 2024$519,451
-92.7%
12,301
-93.0%
0.19%
-93.0%
Q4 2023$7,161,079
+12.5%
176,556
+3.7%
2.67%
-3.0%
Q3 2023$6,365,768
-4.6%
170,253
+2.3%
2.76%
-5.9%
Q2 2023$6,671,472
+123.6%
166,412
+124.0%
2.93%
+103.2%
Q1 2023$2,984,178
+5.8%
74,307
+5.1%
1.44%
-4.0%
Q4 2022$2,820,549
+12.7%
70,673
+1.1%
1.50%
+14.1%
Q3 2022$2,503,000
+6.0%
69,931
+15.0%
1.32%
+13.3%
Q2 2022$2,361,000
+132.6%
60,823
+153.5%
1.16%
+177.8%
Q1 2022$1,015,000
+44.4%
23,994
+46.8%
0.42%
+46.2%
Q4 2021$703,000
+440.8%
16,344
+392.4%
0.29%
+376.7%
Q3 2021$130,000
-96.2%
3,319
-96.6%
0.06%
-97.4%
Q4 2020$3,411,000
+23.1%
97,280
+10.4%
2.35%
+11.2%
Q3 2020$2,771,000
+5.1%
88,101
+1.3%
2.12%
-0.5%
Q2 2020$2,636,000
+33.3%
86,959
+21.6%
2.12%
+16.8%
Q1 2020$1,978,000
+233.0%
71,484
+333.6%
1.82%
+376.2%
Q4 2019$594,00016,4880.38%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 282,820$10,190,00018.24%
New England Private Wealth Advisors LLC 1,800,515$64,870,00016.93%
Crumly & Associates Inc. 339,210$12,222,00012.66%
TOTAL INVESTMENT MANAGEMENT INC 1,529,208$55,097,00010.53%
Golden State Wealth Management, LLC 1,529,208$55,097,00010.53%
Advisory Resource Group 423,480$15,258,0008.59%
Apexium Financial, LP 171,971$6,196,0008.01%
MEANS INVESTMENT CO., INC. 584,461$21,421,0007.18%
PRW Wealth Management LLC 169,100$6,093,0006.92%
Paragon Wealth Strategies, LLC 321,456$11,582,0005.76%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders