FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,309,273 | -7.5% | 115,299 | -0.8% | 0.77% | -7.1% |
| Q2 2023 | $4,660,376 | +3.4% | 116,248 | +3.6% | 0.83% | -5.6% |
| Q1 2023 | $4,507,590 | +8.5% | 112,241 | +7.8% | 0.88% | -0.6% |
| Q4 2022 | $4,155,327 | +15.5% | 104,117 | +3.7% | 0.88% | +2.8% |
| Q3 2022 | $3,597,000 | -5.8% | 100,437 | +2.1% | 0.86% | -5.6% |
| Q2 2022 | $3,818,000 | -2.0% | 98,383 | +6.8% | 0.91% | +16.4% |
| Q1 2022 | $3,895,000 | +8.1% | 92,095 | +10.0% | 0.78% | +8.3% |
| Q4 2021 | $3,603,000 | +28.1% | 83,719 | +16.7% | 0.72% | -17.1% |
| Q3 2021 | $2,812,000 | +7.7% | 71,737 | +9.2% | 0.87% | +13.0% |
| Q2 2021 | $2,612,000 | +42.9% | 65,689 | +36.5% | 0.77% | +15.4% |
| Q1 2021 | $1,828,000 | +24.9% | 48,139 | +15.3% | 0.67% | +16.2% |
| Q4 2020 | $1,463,000 | +77.5% | 41,737 | +59.3% | 0.57% | +32.9% |
| Q3 2020 | $824,000 | +185.1% | 26,204 | +174.7% | 0.43% | +114.9% |
| Q2 2020 | $289,000 | – | 9,540 | – | 0.20% | – |
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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% |