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 | $8,264,983 | +1.8% | 221,048 | +9.2% | 3.14% | +2.9% |
| Q2 2023 | $8,116,874 | +32.7% | 202,466 | +33.0% | 3.05% | +37.4% |
| Q1 2023 | $6,114,742 | +1.1% | 152,260 | +0.5% | 2.22% | +4.6% |
| Q4 2022 | $6,048,287 | -99.9% | 151,548 | -5.0% | 2.12% | -0.9% |
| Q3 2022 | $5,711,215,000 | +97377.6% | 159,575 | +5.7% | 2.14% | -1.0% |
| Q2 2022 | $5,859,000 | -6.4% | 150,986 | +2.1% | 2.17% | +10.1% |
| Q1 2022 | $6,258,000 | +3.6% | 147,951 | +5.4% | 1.97% | +6.2% |
| Q4 2021 | $6,039,000 | +13.4% | 140,313 | +3.3% | 1.85% | +4.5% |
| Q3 2021 | $5,327,000 | – | 135,894 | – | 1.77% | – |
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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% |