BALANCED WEALTH GROUP 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 527 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BALANCED WEALTH GROUP LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q2 2024$4,768,779
-4.8%
117,573
-1.5%
2.17%
-2.8%
Q1 2024$5,008,007
+23.6%
119,352
+19.5%
2.23%
+5.9%
Q4 2023$4,052,29699,9092.11%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2024
NameSharesValueWeighting ↓
UNIONVIEW, LLC 355,914$14,268,58313.03%
Next Level Private LLC 414,248$16,453,94410.64%
Advance Capital Management, Inc. 1,976,631$79,243,1368.99%
BELLEVUE ASSET MANAGEMENT, LLC 349,562$14,013,9408.79%
Prism Advisors, Inc. 536,991$21,527,9697.24%
New England Private Wealth Advisors LLC 885,077$35,487,3747.17%
Spectrum Wealth Advisory Group, LLC 133,500$5,352,0177.09%
Kraft, Davis & Associates, LLC 505,426$20,146,2906.99%
Petix & Botte Co 544,558$21,831,3706.78%
Legacy Capital Wealth Partners, LLC 199,338$7,991,4026.64%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders