FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,732,453 | -23.4% | 73,080 | -17.9% | 0.04% | -21.2% |
| Q2 2023 | $3,566,809 | -10.6% | 88,970 | -10.4% | 0.05% | -17.5% |
| Q1 2023 | $3,989,570 | -6.3% | 99,342 | -6.8% | 0.06% | -11.3% |
| Q4 2022 | $4,255,650 | +2.7% | 106,631 | -7.9% | 0.07% | -9.0% |
| Q3 2022 | $4,145,000 | -13.3% | 115,812 | -6.0% | 0.08% | -14.3% |
| Q2 2022 | $4,780,000 | -6.5% | 123,172 | +1.9% | 0.09% | +5.8% |
| Q1 2022 | $5,113,000 | -1.7% | 120,874 | +0.0% | 0.09% | +2.4% |
| Q4 2021 | $5,202,000 | +66.3% | 120,854 | +51.4% | 0.08% | +40.0% |
| Q3 2021 | $3,129,000 | +5.9% | 79,826 | +7.4% | 0.06% | +1.7% |
| Q2 2021 | $2,956,000 | +4.7% | 74,326 | -0.0% | 0.06% | -6.3% |
| Q1 2021 | $2,823,000 | +4.2% | 74,336 | -3.8% | 0.06% | -7.4% |
| Q4 2020 | $2,709,000 | +892.3% | 77,256 | +789.5% | 0.07% | +750.0% |
| Q3 2020 | $273,000 | +3.8% | 8,685 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $263,000 | +19.0% | 8,685 | +8.8% | 0.01% | -11.1% |
| Q1 2020 | $221,000 | -26.6% | 7,985 | -4.3% | 0.01% | -10.0% |
| Q4 2019 | $301,000 | +3.4% | 8,348 | 0.0% | 0.01% | -23.1% |
| Q3 2019 | $291,000 | +24.9% | 8,348 | +20.7% | 0.01% | +18.2% |
| Q2 2019 | $233,000 | +14.2% | 6,915 | +10.1% | 0.01% | +10.0% |
| Q1 2019 | $204,000 | – | 6,280 | – | 0.01% | – |
Download | ||||||
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% |