FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,335 | -7.6% | 276,416 | -0.9% | 0.51% | -3.6% |
| Q2 2023 | $11,181 | -1.4% | 278,886 | -1.2% | 0.53% | -6.0% |
| Q1 2023 | $11,340 | +1.7% | 282,373 | +1.1% | 0.57% | -7.5% |
| Q4 2022 | $11,149 | -99.9% | 279,354 | +0.9% | 0.61% | +10.3% |
| Q3 2022 | $9,908,000 | -7.9% | 276,843 | -0.1% | 0.56% | -5.1% |
| Q2 2022 | $10,754,000 | -3.6% | 277,102 | +5.1% | 0.59% | +14.9% |
| Q1 2022 | $11,155,000 | +2.4% | 263,718 | +4.2% | 0.51% | +8.7% |
| Q4 2021 | $10,894,000 | +11.5% | 253,113 | +1.6% | 0.47% | +1.1% |
| Q3 2021 | $9,767,000 | -9.5% | 249,164 | -8.2% | 0.46% | -9.0% |
| Q2 2021 | $10,794,000 | +271.8% | 271,407 | +255.1% | 0.51% | +216.8% |
| Q1 2021 | $2,903,000 | +15.2% | 76,433 | +6.4% | 0.16% | -27.1% |
| Q4 2020 | $2,520,000 | -55.1% | 71,848 | -59.7% | 0.22% | -58.9% |
| Q3 2020 | $5,614,000 | +4.6% | 178,443 | +0.8% | 0.54% | +5.9% |
| Q2 2020 | $5,368,000 | +35.2% | 177,031 | +23.4% | 0.51% | +7.6% |
| Q1 2020 | $3,970,000 | -21.1% | 143,415 | +2.7% | 0.47% | +5.6% |
| Q4 2019 | $5,032,000 | +37.6% | 139,655 | +33.1% | 0.45% | +24.9% |
| Q3 2019 | $3,658,000 | +6.8% | 104,894 | +3.3% | 0.36% | +4.1% |
| Q2 2019 | $3,426,000 | +9.8% | 101,535 | +5.7% | 0.34% | +2.7% |
| Q1 2019 | $3,120,000 | +18.0% | 96,098 | +5.7% | 0.34% | -0.9% |
| Q4 2018 | $2,643,000 | -7.8% | 90,879 | +0.3% | 0.34% | +4.0% |
| Q3 2018 | $2,866,000 | +5.6% | 90,574 | +1.1% | 0.32% | -3.3% |
| Q2 2018 | $2,713,000 | +3.8% | 89,613 | +2.5% | 0.34% | -1.5% |
| Q1 2018 | $2,613,000 | +0.8% | 87,430 | +4.2% | 0.34% | +7.9% |
| Q4 2017 | $2,591,000 | +222.7% | 83,946 | +210.8% | 0.32% | +203.8% |
| Q3 2017 | $803,000 | -21.1% | 27,007 | -22.4% | 0.10% | -21.2% |
| Q2 2017 | $1,018,000 | +9.8% | 34,817 | +9.0% | 0.13% | +4.8% |
| Q1 2017 | $927,000 | +5.2% | 31,940 | +1.6% | 0.13% | -3.1% |
| Q4 2016 | $881,000 | +108.8% | 31,422 | +101.0% | 0.13% | +106.3% |
| Q3 2016 | $422,000 | +88.4% | 15,631 | +88.0% | 0.06% | +70.3% |
| Q2 2016 | $224,000 | – | 8,316 | – | 0.04% | – |
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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% |