SMITH, MOORE & CO. - 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
SMITH, MOORE & CO. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$1,323,347
-6.1%
35,393
+0.7%
0.18%
-2.2%
Q2 2023$1,408,891
+3.6%
35,143
+3.8%
0.18%
-3.2%
Q1 2023$1,359,913
+2.5%
33,862
+1.9%
0.18%
+0.5%
Q4 2022$1,326,770
+19.7%
33,244
+7.4%
0.18%
+9.5%
Q3 2022$1,108,000
+5.4%
30,953
+14.3%
0.17%
+3.7%
Q2 2022$1,051,000
-4.5%
27,075
+4.1%
0.16%
+8.0%
Q1 2022$1,100,000
+3.6%
26,012
+5.5%
0.15%
+1.4%
Q4 2021$1,062,000
+11.1%
24,667
+1.2%
0.15%
+1.4%
Q3 2021$956,000
+3.4%
24,382
+4.8%
0.15%
+5.0%
Q2 2021$925,000
+22.4%
23,270
+16.8%
0.14%
+13.9%
Q1 2021$756,000
+46.5%
19,918
+35.5%
0.12%
+27.1%
Q4 2020$516,000
+11.2%
14,705
-0.2%
0.10%0.0%
Q3 2020$464,000
-2.1%
14,735
-5.8%
0.10%
-8.6%
Q2 2020$474,000
+39.0%
15,645
+27.0%
0.10%
+16.7%
Q1 2020$341,000
-24.2%
12,317
-1.3%
0.09%
-3.2%
Q4 2019$450,000
+52.5%
12,478
+47.5%
0.09%
+43.1%
Q3 2019$295,000
+18.0%
8,458
+14.3%
0.06%
+16.1%
Q2 2019$250,000–7,399–0.06%–
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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