Quantum Private Wealth, 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
Quantum Private Wealth, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$288,352
-6.7%
7,7120.0%0.14%
-3.5%
Q2 2023$309,175
-0.2%
7,7120.0%0.14%
-14.9%
Q1 2023$309,714
+0.6%
7,7120.0%0.17%
-13.8%
Q4 2022$307,786
+11.5%
7,7120.0%0.20%
+13.4%
Q3 2022$276,000
-7.7%
7,7120.0%0.17%
-2.3%
Q2 2022$299,000
-8.3%
7,7120.0%0.18%
+24.8%
Q1 2022$326,000
-1.5%
7,7120.0%0.14%
+12.8%
Q4 2021$331,0007,7120.12%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2022
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 5,103,486$203,680,14326.96%
Spectrum Wealth Advisory Group, LLC 261,318$10,429,17514.52%
Ten Capital Wealth Advisors, LLC 870,089$34,725,23613.93%
UNIONVIEW, LLC 335,310$13,382,20913.38%
Next Level Private LLC 377,899$15,365,39311.31%
BELLEVUE ASSET MANAGEMENT, LLC 328,141$13,010,79110.06%
Fortress Wealth Group, LLC 354,722$14,156,9579.89%
Kaye Capital Management 416,100$16,606,5708.68%
BARNES PETTEY FINANCIAL ADVISORS, LLC 202,055$8,064,0158.32%
New England Private Wealth Advisors LLC 901,790$35,990,3827.63%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders