Opal Wealth Advisors, 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 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$328,932
+7.3%
8,797
+15.0%
0.19%
+25.5%
Q2 2023$306,644
+40.7%
7,649
+25.5%
0.15%
-3.8%
Q3 2022$218,000
-7.2%
6,096
+0.6%
0.16%
+2.6%
Q2 2022$235,000
+2.2%
6,057
+13.1%
0.16%
+6.9%
Q4 2021$230,000–5,355–0.14%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2023
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