FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 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 ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
| Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
| Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
| Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
| UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
| Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
| Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
| PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
| Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |