FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,259 | -6.5% | 1,424 | +0.2% | 0.00% | -20.0% |
| Q2 2023 | $56,979 | +0.1% | 1,421 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $56,907 | +0.9% | 1,417 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $56,419 | +12.8% | 1,414 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $50,000 | -9.1% | 1,409 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $55,000 | -6.8% | 1,406 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $59,000 | -1.7% | 1,403 | +0.2% | 0.01% | +25.0% |
| Q4 2021 | $60,000 | +9.1% | 1,400 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 1,397 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 1,395 | +0.2% | 0.00% | -20.0% |
| Q1 2021 | $53,000 | +35.9% | 1,392 | +24.4% | 0.01% | +25.0% |
| Q4 2020 | $39,000 | +30.0% | 1,119 | +16.7% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | -26.8% | 959 | -29.9% | 0.00% | -20.0% |
| Q2 2020 | $41,000 | +7.9% | 1,368 | +0.3% | 0.01% | -16.7% |
| Q1 2020 | $38,000 | -22.4% | 1,364 | +0.3% | 0.01% | +20.0% |
| Q4 2019 | $49,000 | +4.3% | 1,360 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | +51.6% | 1,357 | +42.5% | 0.01% | +25.0% |
| Q1 2019 | $31,000 | +10.7% | 952 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $28,000 | -6.7% | 951 | +0.1% | 0.00% | +33.3% |
| Q3 2018 | $30,000 | +3.4% | 950 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $29,000 | +3.6% | 949 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $28,000 | -3.4% | 948 | +0.1% | 0.00% | -25.0% |
| Q4 2017 | $29,000 | – | 947 | – | 0.00% | – |
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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% |