Rockbridge Investment Management, LCC - 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 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q4 2020$18,000
-91.7%
500
-92.8%
0.00%
-92.2%
Q3 2020$217,000
+3.8%
6,9000.0%0.05%
-5.6%
Q2 2020$209,0006,9000.05%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2020
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