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 | $9,195 | -69.9% | 246 | -67.7% | 0.00% | -100.0% |
| Q2 2023 | $30,508 | +0.4% | 761 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $30,393 | +1.3% | 757 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $30,004 | +11.1% | 752 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -66.2% | 748 | -62.6% | 0.00% | 0.0% |
| Q2 2021 | $80,000 | +5.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $76,000 | -79.3% | 2,000 | -80.9% | 0.00% | -87.5% |
| Q4 2020 | $367,000 | +482.5% | 10,477 | +423.8% | 0.01% | +700.0% |
| Q3 2020 | $63,000 | +14.5% | 2,000 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $55,000 | -23.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $72,000 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $70,000 | +4.5% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $67,000 | +3.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $65,000 | +12.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $58,000 | -7.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $63,000 | +3.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $61,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $60,000 | -3.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $62,000 | +3.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $60,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $59,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $58,000 | +3.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +3.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $54,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $54,000 | +5.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $51,000 | +6.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $48,000 | – | 2,000 | – | 0.00% | – |
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% |