FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $376,473 | +10.7% | 9,433 | -0.8% | 0.05% | +4.5% |
| Q3 2022 | $340,000 | -10.8% | 9,505 | -3.1% | 0.04% | -2.2% |
| Q2 2022 | $381,000 | -1.8% | 9,805 | +0.4% | 0.04% | -2.2% |
| Q1 2022 | $388,000 | -22.1% | 9,764 | -15.6% | 0.05% | -2.1% |
| Q4 2021 | $498,000 | +5.1% | 11,571 | -4.3% | 0.05% | -6.0% |
| Q3 2021 | $474,000 | -13.7% | 12,085 | -12.4% | 0.05% | +31.6% |
| Q2 2021 | $549,000 | -10.1% | 13,802 | -14.3% | 0.04% | -47.2% |
| Q1 2021 | $611,000 | -8.7% | 16,097 | -15.7% | 0.07% | -24.2% |
| Q4 2020 | $669,000 | -5.8% | 19,090 | -15.4% | 0.10% | -27.5% |
| Q3 2020 | $710,000 | -47.9% | 22,570 | -49.8% | 0.13% | -56.3% |
| Q2 2020 | $1,363,000 | -13.6% | 44,949 | -21.1% | 0.30% | -46.1% |
| Q1 2020 | $1,577,000 | -90.4% | 56,975 | -87.6% | 0.56% | -84.4% |
| Q4 2019 | $16,506,000 | +10.7% | 458,117 | +7.1% | 3.56% | 0.0% |
| Q3 2019 | $14,911,000 | -4.5% | 427,630 | -7.6% | 3.56% | -2.1% |
| Q2 2019 | $15,616,000 | +26.5% | 462,822 | +21.7% | 3.64% | +32.7% |
| Q1 2019 | $12,346,000 | +4722.7% | 380,217 | +3901.4% | 2.74% | +3415.4% |
| Q2 2016 | $256,000 | – | 9,502 | – | 0.08% | – |
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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% |