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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $11,000 | -8.3% | 275 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $12,000 | -82.1% | 275 | -87.1% | 0.01% | -77.3% |
| Q3 2020 | $67,000 | 0.0% | 2,129 | -3.5% | 0.02% | -4.3% |
| Q2 2020 | $67,000 | +9.8% | 2,206 | +0.7% | 0.02% | -8.0% |
| Q1 2020 | $61,000 | -90.3% | 2,191 | -87.4% | 0.02% | -86.6% |
| Q4 2019 | $627,000 | +4.3% | 17,404 | +1.0% | 0.19% | -2.1% |
| Q3 2019 | $601,000 | +1.3% | 17,235 | -1.9% | 0.19% | -1.0% |
| Q2 2019 | $593,000 | +8.4% | 17,565 | +4.2% | 0.19% | +6.7% |
| Q1 2019 | $547,000 | +11.9% | 16,862 | +0.4% | 0.18% | +7.1% |
| Q4 2018 | $489,000 | -6.5% | 16,803 | +1.7% | 0.17% | +15.9% |
| Q3 2018 | $523,000 | +1.2% | 16,520 | -3.2% | 0.14% | -2.7% |
| Q2 2018 | $517,000 | -15.0% | 17,070 | -16.1% | 0.15% | -16.8% |
| Q1 2018 | $608,000 | -8.0% | 20,353 | -4.9% | 0.18% | -14.8% |
| Q4 2017 | $661,000 | +2.8% | 21,407 | -1.0% | 0.21% | -2.3% |
| Q3 2017 | $643,000 | -1.5% | 21,622 | -3.1% | 0.22% | -4.9% |
| Q2 2017 | $653,000 | +1.2% | 22,317 | +0.3% | 0.23% | -1.3% |
| Q1 2017 | $645,000 | +30.8% | 22,247 | +26.6% | 0.23% | +23.8% |
| Q4 2016 | $493,000 | +4.0% | 17,577 | +0.2% | 0.18% | +3.9% |
| Q3 2016 | $474,000 | +8.2% | 17,545 | +7.9% | 0.18% | +4.7% |
| Q2 2016 | $438,000 | +90.4% | 16,255 | +82.1% | 0.17% | +86.8% |
| Q1 2016 | $230,000 | – | 8,925 | – | 0.09% | – |
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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% |