BOKF, NA - 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
BOKF, NA ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$223,785
-8.5%
6,1010.0%0.01%0.0%
Q2 2023$244,589
-0.2%
6,1010.0%0.01%0.0%
Q1 2023$245,016
-22.6%
6,101
-23.1%
0.01%
-16.7%
Q4 2022$316,502
+11.4%
7,930
-0.2%
0.01%0.0%
Q3 2022$284,000
-11.5%
7,948
-3.8%
0.01%0.0%
Q2 2022$321,000
-7.8%
8,259
+0.3%
0.01%0.0%
Q1 2022$348,000
-2.0%
8,237
-0.3%
0.01%
+20.0%
Q4 2021$355,000
-9.2%
8,258
-41.5%
0.01%
-54.5%
Q1 2020$391,000
-16.8%
14,115
+8.2%
0.01%0.0%
Q4 2019$470,000
-3.5%
13,040
-6.7%
0.01%
-8.3%
Q3 2019$487,000
-26.1%
13,969
-28.4%
0.01%
-25.0%
Q2 2019$659,000
-39.8%
19,513
-42.1%
0.02%
-38.5%
Q1 2019$1,095,000
-1.4%
33,713
-11.7%
0.03%
-18.8%
Q4 2018$1,110,000
+37.9%
38,198
+50.1%
0.03%
+60.0%
Q3 2018$805,000
+31.8%
25,440
+26.2%
0.02%
+25.0%
Q2 2018$611,000
+284.3%
20,165
+278.4%
0.02%
+220.0%
Q3 2017$159,000–5,329–0.01%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2023
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