BARRETT & COMPANY, 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 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
BARRETT & COMPANY, INC. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$3,424,349
-4.5%
91,585
+1.9%
2.02%
-3.0%
Q2 2023$3,586,030
+1.8%
89,849
+2.4%
2.08%
-6.8%
Q1 2023$3,523,039
+1.8%
87,725
+1.2%
2.23%
-2.4%
Q4 2022$3,461,2270.0%86,7260.0%2.29%0.0%
Q3 2022$3,461,22786,7262.29%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2022
NameSharesValueWeighting ↓
UNIONVIEW, LLC 363,669$13,597,59912.85%
Next Level Private LLC 430,436$15,844,34810.51%
BELLEVUE ASSET MANAGEMENT, LLC 342,835$12,818,6008.61%
Spectrum Wealth Advisory Group, LLC 134,842$5,041,7486.98%
Kraft, Davis & Associates, LLC 504,187$18,453,2056.94%
New England Private Wealth Advisors LLC 877,596$32,842,3986.85%
Petix & Botte Co 562,842$21,044,5566.64%
BARNES PETTEY FINANCIAL ADVISORS, LLC 189,384$7,081,0686.50%
ICA Group Wealth Management, LLC 583,668$21,816,0266.13%
Mainsail Financial Group, LLC 182,464$6,721,1386.10%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders