VALLEY NATIONAL ADVISERS INC - 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 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$82
-6.8%
2,1870.0%0.01%
-6.7%
Q2 2023$88
-1.1%
2,1870.0%0.02%
-6.2%
Q1 2023$890.0%2,1870.0%0.02%0.0%
Q4 2022$89
-99.9%
2,1870.0%0.02%
-5.9%
Q3 2022$81,000
-5.8%
2,1870.0%0.02%
-5.6%
Q2 2022$86,000
-7.5%
2,1870.0%0.02%0.0%
Q1 2022$93,000
-1.1%
2,1870.0%0.02%
+5.9%
Q4 2021$94,000
+9.3%
2,1870.0%0.02%
+6.2%
Q3 2021$86,000
-1.1%
2,1870.0%0.02%0.0%
Q2 2021$87,000
+4.8%
2,1870.0%0.02%0.0%
Q1 2021$83,000
+7.8%
2,1870.0%0.02%0.0%
Q4 2020$77,000
+11.6%
2,1870.0%0.02%0.0%
Q3 2020$69,000
+4.5%
2,1870.0%0.02%
+6.7%
Q2 2020$66,000
+8.2%
2,1870.0%0.02%
-11.8%
Q1 2020$61,000
-22.8%
2,1870.0%0.02%
-15.0%
Q4 2019$79,000
+3.9%
2,1870.0%0.02%
-4.8%
Q3 2019$76,000
+2.7%
2,1870.0%0.02%
+5.0%
Q2 2019$74,000
+4.2%
2,1870.0%0.02%0.0%
Q1 2019$71,000
+10.9%
2,1870.0%0.02%
-4.8%
Q4 2018$64,000
-7.2%
2,1870.0%0.02%
-12.5%
Q3 2018$69,000
+4.5%
2,1870.0%0.02%
-4.0%
Q2 2018$66,000
+1.5%
2,1870.0%0.02%
+4.2%
Q1 2018$65,000
-3.0%
2,1870.0%0.02%
+4.3%
Q4 2017$67,000
+3.1%
2,1870.0%0.02%
+4.5%
Q3 2017$65,000
+1.6%
2,1870.0%0.02%
-4.3%
Q2 2017$64,000
+1.6%
2,1870.0%0.02%
-4.2%
Q1 2017$63,000
+3.3%
2,1870.0%0.02%
-14.3%
Q4 2016$61,000
+3.4%
2,1870.0%0.03%
-6.7%
Q3 2016$59,0000.0%2,1870.0%0.03%
-3.2%
Q2 2016$59,000
+5.4%
2,1870.0%0.03%
+3.3%
Q1 2016$56,000
+7.7%
2,1870.0%0.03%
-3.2%
Q4 2015$52,000
+4.0%
2,1870.0%0.03%
+3.3%
Q3 2015$50,000
-2.0%
2,1870.0%0.03%
+3.4%
Q2 2015$51,000
-3.8%
2,1870.0%0.03%
-6.5%
Q1 2015$53,000
+12.8%
2,1870.0%0.03%
-11.4%
Q4 2014$47,0002,1870.04%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2020
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