FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,410,000 | +27.0% | 37,011 | +16.2% | 0.06% | +16.7% |
| Q4 2020 | $1,110,000 | +28.9% | 31,847 | +15.7% | 0.05% | +11.6% |
| Q3 2020 | $861,000 | +17.3% | 27,527 | +12.6% | 0.04% | +10.3% |
| Q2 2020 | $734,000 | +28.5% | 24,451 | +20.9% | 0.04% | +21.9% |
| Q1 2020 | $571,000 | -26.2% | 20,231 | -6.1% | 0.03% | -15.8% |
| Q4 2019 | $774,000 | +6.0% | 21,541 | +2.5% | 0.04% | -2.6% |
| Q3 2019 | $730,000 | +6.1% | 21,010 | +2.4% | 0.04% | +5.4% |
| Q2 2019 | $688,000 | +5.7% | 20,525 | +2.0% | 0.04% | -2.6% |
| Q1 2019 | $651,000 | +1.2% | 20,127 | -9.5% | 0.04% | -11.6% |
| Q4 2018 | $643,000 | -72.5% | 22,248 | -70.0% | 0.04% | -68.4% |
| Q3 2018 | $2,335,000 | -4.9% | 74,071 | -8.8% | 0.14% | -15.0% |
| Q2 2018 | $2,455,000 | -19.1% | 81,205 | -20.7% | 0.16% | -20.8% |
| Q1 2018 | $3,035,000 | -12.3% | 102,411 | -8.5% | 0.20% | -9.0% |
| Q4 2017 | $3,461,000 | +4.6% | 111,896 | +0.6% | 0.22% | +0.9% |
| Q3 2017 | $3,310,000 | +2.9% | 111,261 | +1.0% | 0.22% | -3.9% |
| Q2 2017 | $3,216,000 | -2.7% | 110,132 | -3.3% | 0.23% | -10.9% |
| Q1 2017 | $3,305,000 | +35.8% | 113,833 | +31.6% | 0.26% | +21.2% |
| Q4 2016 | $2,433,000 | -7.9% | 86,479 | -11.9% | 0.21% | -21.5% |
| Q3 2016 | $2,641,000 | +65.0% | 98,205 | +62.2% | 0.27% | +44.4% |
| Q2 2016 | $1,601,000 | +6.2% | 60,560 | +3.7% | 0.19% | -11.0% |
| Q1 2016 | $1,507,000 | +368.0% | 58,397 | +338.7% | 0.21% | +337.5% |
| Q4 2015 | $322,000 | +26.8% | 13,310 | +17.7% | 0.05% | +4.3% |
| Q3 2015 | $254,000 | -4.2% | 11,310 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $265,000 | -7.7% | 11,310 | -4.5% | 0.05% | -16.1% |
| Q1 2015 | $287,000 | – | 11,848 | – | 0.06% | – |
Download | ||||||
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% |