FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $289,000 | -4.0% | 6,831 | -2.2% | 0.01% | 0.0% |
| Q4 2021 | $301,000 | +1.3% | 6,983 | -7.8% | 0.01% | +125.0% |
| Q3 2021 | $297,000 | +1.4% | 7,570 | +2.8% | 0.00% | -33.3% |
| Q2 2021 | $293,000 | -4.6% | 7,361 | -8.9% | 0.01% | -14.3% |
| Q1 2021 | $307,000 | +23.8% | 8,081 | +14.2% | 0.01% | +16.7% |
| Q4 2020 | $248,000 | +7.4% | 7,074 | -3.5% | 0.01% | -14.3% |
| Q3 2020 | $231,000 | +2.7% | 7,331 | -1.3% | 0.01% | 0.0% |
| Q2 2020 | $225,000 | +10.3% | 7,427 | +31.0% | 0.01% | +40.0% |
| Q4 2019 | $204,000 | +119.4% | 5,668 | +99.2% | 0.01% | +66.7% |
| Q1 2019 | $93,000 | – | 2,845 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,773 | $192,625,000 | 23.41% |
| Kowal Investment Group, LLC | 1,285,278 | $54,367,000 | 16.59% |
| Spectrum Wealth Advisory Group, LLC | 376,630 | $15,931,000 | 15.36% |
| Ten Capital Wealth Advisors, LLC | 675,647 | $28,580,000 | 11.93% |
| Kaydan Wealth Management, Inc. | 605,429 | $25,609,639 | 11.32% |
| Next Level Private LLC | 312,740 | $13,229,000 | 10.69% |
| UNIONVIEW, LLC | 264,038 | $11,169,000 | 10.44% |
| Fountainhead AM, LLC | 528,995 | $22,376,000 | 9.93% |
| Fortress Wealth Group, LLC | 296,052 | $12,523,000 | 9.68% |
| PCG Wealth Advisors, LLC | 351,534 | $14,870,000 | 9.45% |