Fermata Advisors, LLC - 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 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$321,232
-6.7%
8,591
+0.2%
0.09%
-56.7%
Q1 2023$344,209
-10.3%
8,571
-10.8%
0.21%
+82.5%
Q4 2022$383,565
+11.8%
9,611
+0.2%
0.11%
+1.8%
Q3 2022$343,000
+15.9%
9,595
+25.8%
0.11%
+8.7%
Q2 2022$296,0007,6250.10%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2022
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 746,763$17,835,0007.08%
Rehmann Capital Advisory Group 853,512$20,382,0004.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 389,260$9,296,0002.36%
LifePlan Financial Group, Inc 52,929$1,264,0000.90%
Concorde Asset Management, LLC 31,100$743,0000.83%
Kovack Advisors, Inc. 37,563$897,0000.59%
Affiance Financial, LLC 23,105$552,0000.57%
Johanson Financial Advisors, Inc. 15,680$375,0000.49%
Citizens Business Bank 86,382$2,063,0000.40%
INVESTMENT CENTERS OF AMERICA INC 122,524$2,922,0000.38%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders