Monterey Private Wealth, Inc. - 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 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q1 2023$200,6044,9950.10%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q2 2023
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 263,304$9,181,00018.24%
New England Private Wealth Advisors LLC 1,749,557$60,999,00014.80%
TOTAL INVESTMENT MANAGEMENT INC 1,546,240$53,917,00010.93%
PRW Wealth Management LLC 170,252$5,935,0007.21%
MEANS INVESTMENT CO., INC. 531,496$18,767,0007.08%
Advisory Resource Group 261,954$9,134,0004.90%
Genesee Capital Advisors, LLC 149,698$5,219,0004.83%
Milestone Advisory Partners 219,253$7,645,0004.31%
Formidable Asset Management, LLC 129,564$4,518,0004.18%
Avestar Capital, LLC 190,467$6,642,0004.13%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders