FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $546,294 | +0.5% | 13,627 | +0.7% | 0.01% | -11.1% |
| Q1 2023 | $543,647 | +1.2% | 13,537 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $537,465 | +12.2% | 13,467 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $479,000 | -7.2% | 13,375 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $516,000 | -7.9% | 13,301 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $560,000 | -1.2% | 13,243 | +0.4% | 0.01% | +12.5% |
| Q4 2021 | $567,000 | +10.3% | 13,185 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $514,000 | -1.0% | 13,114 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $519,000 | +5.1% | 13,063 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $494,000 | +8.8% | 13,000 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $454,000 | +9.7% | 12,941 | -1.7% | 0.01% | 0.0% |
| Q3 2020 | $414,000 | +6.7% | 13,163 | +2.9% | 0.01% | 0.0% |
| Q2 2020 | $388,000 | +10.5% | 12,787 | +0.7% | 0.01% | -11.1% |
| Q1 2020 | $351,000 | -22.7% | 12,693 | +0.7% | 0.01% | +12.5% |
| Q4 2019 | $454,000 | +3.9% | 12,607 | +0.6% | 0.01% | -11.1% |
| Q3 2019 | $437,000 | +4.0% | 12,537 | +0.6% | 0.01% | +12.5% |
| Q2 2019 | $420,000 | +4.7% | 12,458 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $401,000 | +66.4% | 12,343 | +49.2% | 0.01% | +60.0% |
| Q4 2018 | $241,000 | -7.3% | 8,275 | +0.5% | 0.01% | 0.0% |
| Q3 2018 | $260,000 | – | 8,233 | – | 0.01% | – |
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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% |