1776 Wealth 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 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
1776 Wealth LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$3,965,104
-7.9%
106,047
-1.2%
2.10%
-7.5%
Q2 2023$4,303,560
+1.6%
107,347
+1.8%
2.27%
-10.9%
Q1 2023$4,233,719
+100895.2%
105,421
+0.4%
2.54%
-15.5%
Q4 2022$4,192
-99.9%
105,046
-1.2%
3.01%
+4.1%
Q3 2022$3,807,000
+3.1%
106,373
+11.8%
2.89%
+11.5%
Q2 2022$3,692,000
-7.1%
95,142
+1.3%
2.59%
+12.9%
Q1 2022$3,973,000
-6.2%
93,913
-4.6%
2.29%
+0.7%
Q4 2021$4,236,000
+9.4%
98,413
-0.4%
2.28%
+3.2%
Q3 2021$3,872,000
-9.4%
98,770
-8.1%
2.21%
-8.5%
Q2 2021$4,276,000
+4.7%
107,519
+0.0%
2.41%
-6.2%
Q1 2021$4,083,000
+5.7%
107,497
-2.4%
2.57%
+6.4%
Q4 2020$3,864,000
+12.5%
110,183
+0.9%
2.42%
-3.0%
Q3 2020$3,436,000
-7.0%
109,248
-10.3%
2.49%
-1.7%
Q2 2020$3,694,000
-50.4%
121,837
-48.9%
2.54%
-19.4%
Q1 2020$7,443,000
+104.3%
238,405
+135.7%
3.15%
+1.5%
Q4 2019$3,644,000–101,143–3.10%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2023
NameSharesValueWeighting ↓
UNIONVIEW, LLC 363,669$13,597,59912.85%
Next Level Private LLC 430,436$15,844,34810.51%
BELLEVUE ASSET MANAGEMENT, LLC 342,835$12,818,6008.61%
Spectrum Wealth Advisory Group, LLC 134,842$5,041,7486.98%
Kraft, Davis & Associates, LLC 504,187$18,453,2056.94%
New England Private Wealth Advisors LLC 877,596$32,842,3986.85%
Petix & Botte Co 562,842$21,044,5566.64%
BARNES PETTEY FINANCIAL ADVISORS, LLC 189,384$7,081,0686.50%
ICA Group Wealth Management, LLC 583,668$21,816,0266.13%
Mainsail Financial Group, LLC 182,464$6,721,1386.10%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders