FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24 | -98.9% | 1 | -98.2% | 0.00% | – |
| Q4 2022 | $2,195 | +9.8% | 55 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 55 | -8.3% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 60 | -18.9% | 0.00% | – |
| Q1 2022 | $3,000 | -98.9% | 74 | -98.8% | 0.00% | – |
| Q4 2021 | $262,000 | +10.1% | 6,100 | +0.2% | 0.00% | – |
| Q3 2021 | $238,000 | -1.7% | 6,085 | 0.0% | 0.00% | – |
| Q2 2021 | $242,000 | +4.8% | 6,085 | -0.2% | 0.00% | – |
| Q1 2021 | $231,000 | +7600.0% | 6,096 | +6526.1% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 92 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -40.0% | 92 | -42.9% | 0.00% | – |
| Q2 2020 | $5,000 | +150.0% | 161 | +91.7% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 84 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 84 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -60.0% | 84 | -45.5% | 0.00% | – |
| Q3 2018 | $5,000 | – | 154 | +926.7% | 0.00% | – |
| Q2 2018 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 15 | – | 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% |