Live Oak Investment Partners - 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
Live Oak Investment Partners ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$78,893
-6.7%
2,1100.0%0.07%
-4.2%
Q2 2023$84,589
-0.2%
2,1100.0%0.07%
-4.1%
Q1 2023$84,737
+0.6%
2,1100.0%0.07%
-3.9%
Q4 2022$84,2102,1100.08%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 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