Arkadios Wealth Advisors - 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 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$3,022,267
-16.2%
80,831
-10.2%
0.29%
-31.5%
Q2 2023$3,607,352
-4.4%
89,981
-4.2%
0.42%
-6.7%
Q1 2023$3,771,516
-0.6%
93,912
-1.2%
0.45%
-10.7%
Q4 2022$3,795,106
+66.4%
95,092
+49.2%
0.50%
+45.4%
Q3 2022$2,281,000
-23.1%
63,742
-16.6%
0.35%
-21.5%
Q2 2022$2,966,000
-9.3%
76,423
-1.2%
0.44%
+3.0%
Q1 2022$3,271,000
+8.2%
77,340
+10.1%
0.43%
+7.0%
Q4 2021$3,023,000
-43.7%
70,237
-48.7%
0.40%
-48.3%
Q3 2021$5,369,000
-24.2%
136,983
-23.1%
0.77%
-10.3%
Q2 2021$7,085,000
+9.9%
178,159
+4.9%
0.86%
-18.7%
Q1 2021$6,448,000
+32.3%
169,792
+22.2%
1.06%
+3.9%
Q4 2020$4,872,000
-99.0%
138,947
+859.8%
1.02%
+329.4%
Q3 2020$475,445,000
+6.9%
14,477
+0.5%
0.24%
-3.6%
Q2 2020$444,641,000
+12.1%
14,408
+0.5%
0.25%
-2.4%
Q1 2020$396,661,000
-28.2%
14,330
-4.4%
0.25%
-23.6%
Q4 2019$552,245,000–14,982–0.33%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 429,122$16,822,00016.60%
Kowal Investment Group, LLC 1,316,721$51,615,00016.32%
Ten Capital Wealth Advisors, LLC 627,972$24,616,00011.51%
BHF RG Capital Inc. 395,618$15,506,00010.36%
Fountainhead AM, LLC 519,212$20,353,0009.85%
Fortress Wealth Group, LLC 229,149$8,983,0007.77%
Prism Advisors, Inc. 530,797$20,807,0007.42%
Grant/GrossMendelsohn, LLC 197,905$8,183,0006.50%
New England Private Wealth Advisors LLC 869,271$34,072,0006.36%
Legacy Capital Wealth Partners, LLC 3,425,841$16,242,0006.35%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders