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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,093 | -35.7% | 8,347 | -31.0% | 0.00% | -50.0% |
| Q2 2023 | $485,088 | -8.3% | 12,100 | -8.2% | 0.00% | 0.0% |
| Q1 2023 | $529,228 | +25.1% | 13,178 | +24.3% | 0.00% | +33.3% |
| Q4 2022 | $423,045 | +1.9% | 10,600 | -8.6% | 0.00% | -25.0% |
| Q3 2022 | $415,000 | +22.8% | 11,600 | +33.3% | 0.00% | +33.3% |
| Q2 2022 | $338,000 | +61.7% | 8,700 | +75.9% | 0.00% | +200.0% |
| Q1 2022 | $209,000 | -1.9% | 4,947 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $213,000 | -7.8% | 4,947 | -14.7% | 0.00% | -50.0% |
| Q2 2021 | $231,000 | -23.8% | 5,797 | -27.5% | 0.00% | 0.0% |
| Q1 2021 | $303,000 | – | 7,997 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 429,122 | $16,822,000 | 16.60% |
| Kowal Investment Group, LLC | 1,316,721 | $51,615,000 | 16.32% |
| Ten Capital Wealth Advisors, LLC | 627,972 | $24,616,000 | 11.51% |
| BHF RG Capital Inc. | 395,618 | $15,506,000 | 10.36% |
| Fountainhead AM, LLC | 519,212 | $20,353,000 | 9.85% |
| Fortress Wealth Group, LLC | 229,149 | $8,983,000 | 7.77% |
| Prism Advisors, Inc. | 530,797 | $20,807,000 | 7.42% |
| Grant/GrossMendelsohn, LLC | 197,905 | $8,183,000 | 6.50% |
| New England Private Wealth Advisors LLC | 869,271 | $34,072,000 | 6.36% |
| Legacy Capital Wealth Partners, LLC | 3,425,841 | $16,242,000 | 6.35% |