FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,698,195 | -11.0% | 72,164 | -4.6% | 0.20% | -7.9% |
| Q2 2023 | $3,031,743 | +11.6% | 75,623 | +11.8% | 0.22% | +11.9% |
| Q1 2023 | $2,716,988 | +0.7% | 67,654 | +0.1% | 0.19% | -7.2% |
| Q4 2022 | $2,697,880 | +10.7% | 67,599 | -0.8% | 0.21% | +2.5% |
| Q3 2022 | $2,438,000 | -8.1% | 68,121 | -0.3% | 0.20% | -4.2% |
| Q2 2022 | $2,653,000 | -0.7% | 68,350 | +8.2% | 0.21% | +18.4% |
| Q1 2022 | $2,673,000 | +11.5% | 63,187 | +13.5% | 0.18% | +14.7% |
| Q4 2021 | $2,397,000 | +17.0% | 55,692 | +6.6% | 0.16% | +6.8% |
| Q3 2021 | $2,049,000 | -10.8% | 52,258 | -9.6% | 0.15% | -19.3% |
| Q2 2021 | $2,298,000 | -3.6% | 57,781 | -8.0% | 0.18% | -21.3% |
| Q1 2021 | $2,385,000 | +16.1% | 62,802 | +7.2% | 0.23% | +8.0% |
| Q4 2020 | $2,054,000 | +569.1% | 58,558 | +500.4% | 0.21% | +787.5% |
| Q3 2020 | $307,000 | -68.5% | 9,753 | -69.7% | 0.02% | -83.7% |
| Q2 2020 | $975,000 | +7.0% | 32,152 | +27.1% | 0.15% | +27.8% |
| Q4 2019 | $911,000 | – | 25,293 | – | 0.12% | – |
Download | ||||||
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% |