Hexagon Capital Partners 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 525 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Hexagon Capital Partners LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q2 2024$63,285
-3.5%
1,5530.0%0.01%
-6.7%
Q1 2024$65,583
+4.1%
1,5530.0%0.02%0.0%
Q4 2023$62,990
+8.5%
1,5530.0%0.02%0.0%
Q3 2023$58,067
-6.7%
1,5530.0%0.02%
-6.2%
Q2 2023$62,260
-0.2%
1,5530.0%0.02%
-5.9%
Q1 2023$62,368
+0.6%
1,5530.0%0.02%
-5.6%
Q4 2022$61,980
-19.5%
1,553
-27.5%
0.02%
-21.7%
Q3 2022$77,000
-7.2%
2,1420.0%0.02%
-8.0%
Q2 2022$83,000
+88.6%
2,142
+107.6%
0.02%
+108.3%
Q1 2022$44,0000.0%1,0320.0%0.01%0.0%
Q4 2021$44,000
+10.0%
1,0320.0%0.01%0.0%
Q3 2021$40,000
-2.4%
1,0320.0%0.01%
+9.1%
Q2 2021$41,000
+5.1%
1,0320.0%0.01%0.0%
Q1 2021$39,000
+8.3%
1,0320.0%0.01%0.0%
Q4 2020$36,000
+9.1%
1,0320.0%0.01%0.0%
Q3 2020$33,000–1,032–0.01%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2023
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 1,840,288$53,341,00017.06%
Kovack Advisors, Inc. 447,463$12,981,0005.05%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 350,259$10,161,0004.02%
V Wealth Advisors LLC 165,857$4,811,0002.96%
Rehmann Capital Advisory Group 544,974$15,810,0002.64%
NORTHWEST WEALTH MANAGEMENT, LLC 71,761$2,082,0001.93%
LifePlan Financial Group, Inc 81,920$2,376,0001.65%
Johanson Financial Advisors, Inc. 57,489$1,667,0001.47%
Concorde Asset Management, LLC 26,100$757,0001.25%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 365,347$10,599,0001.13%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders