FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,134,483 | -21.5% | 698,970 | -15.9% | 0.03% | -20.9% |
| Q2 2023 | $33,306,063 | -1.9% | 830,783 | -1.8% | 0.04% | -8.5% |
| Q1 2023 | $33,962,226 | -19.3% | 845,674 | -19.8% | 0.05% | -26.6% |
| Q4 2022 | $42,081,223 | -15.1% | 1,054,406 | -23.8% | 0.06% | -25.6% |
| Q3 2022 | $49,547,000 | -12.0% | 1,384,391 | -4.6% | 0.09% | -11.3% |
| Q2 2022 | $56,335,000 | -17.6% | 1,451,571 | -10.2% | 0.10% | -11.8% |
| Q1 2022 | $68,344,000 | -59.1% | 1,615,688 | -58.4% | 0.11% | -59.7% |
| Q4 2021 | $167,038,000 | +15.3% | 3,880,997 | +5.0% | 0.27% | +3.0% |
| Q3 2021 | $144,837,000 | +3.6% | 3,694,812 | +5.1% | 0.26% | -0.4% |
| Q2 2021 | $139,848,000 | +13.9% | 3,516,445 | +8.8% | 0.27% | +1.9% |
| Q1 2021 | $122,785,000 | +24.8% | 3,232,859 | +15.2% | 0.26% | +15.0% |
| Q4 2020 | $98,413,000 | +20.5% | 2,806,211 | +8.1% | 0.23% | +3.2% |
| Q3 2020 | $81,673,000 | +30.7% | 2,596,072 | +26.0% | 0.22% | +14.0% |
| Q2 2020 | $62,485,000 | +282.4% | 2,060,852 | +249.1% | 0.19% | +206.3% |
| Q1 2020 | $16,340,000 | +60.8% | 590,320 | +109.3% | 0.06% | +80.0% |
| Q4 2019 | $10,162,000 | -4.2% | 282,029 | -7.3% | 0.04% | -12.5% |
| Q3 2019 | $10,612,000 | +7.2% | 304,339 | +3.7% | 0.04% | 0.0% |
| Q2 2019 | $9,900,000 | +21.3% | 293,435 | +16.8% | 0.04% | +11.1% |
| Q1 2019 | $8,160,000 | +595.1% | 251,316 | +522.3% | 0.04% | +500.0% |
| Q4 2018 | $1,174,000 | -2.4% | 40,387 | +6.3% | 0.01% | 0.0% |
| Q3 2018 | $1,203,000 | -8.8% | 38,007 | -12.7% | 0.01% | -14.3% |
| Q2 2018 | $1,319,000 | -15.4% | 43,561 | -16.5% | 0.01% | -22.2% |
| Q1 2018 | $1,559,000 | -30.3% | 52,154 | -28.1% | 0.01% | -35.7% |
| Q4 2017 | $2,237,000 | +0.1% | 72,489 | -3.5% | 0.01% | -12.5% |
| Q3 2017 | $2,235,000 | +36.1% | 75,103 | +33.8% | 0.02% | +23.1% |
| Q2 2017 | $1,642,000 | +62.9% | 56,121 | +61.6% | 0.01% | +44.4% |
| Q1 2017 | $1,008,000 | +48.2% | 34,724 | +43.2% | 0.01% | +28.6% |
| Q4 2016 | $680,000 | +9614.3% | 24,243 | +9597.2% | 0.01% | – |
| Q2 2016 | $7,000 | -41.7% | 250 | -50.0% | 0.00% | – |
| Q4 2015 | $12,000 | +9.1% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | – | 500 | – | 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% |