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 | $29,725 | -6.7% | 795 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $31,872 | -0.2% | 795 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,927 | +0.6% | 795 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,728 | -96.5% | 795 | -96.7% | 0.00% | -96.4% |
| Q1 2021 | $908,000 | +14.4% | 23,915 | +5.6% | 0.06% | +3.7% |
| Q4 2020 | $794,000 | +11.7% | 22,650 | +0.2% | 0.05% | -1.8% |
| Q3 2020 | $711,000 | +0.6% | 22,608 | -3.1% | 0.06% | -5.2% |
| Q2 2020 | $707,000 | +4.6% | 23,329 | -4.5% | 0.06% | -28.4% |
| Q1 2020 | $676,000 | -90.6% | 24,436 | -87.8% | 0.08% | -84.5% |
| Q4 2019 | $7,210,000 | +3.2% | 200,138 | -0.2% | 0.52% | -6.1% |
| Q3 2019 | $6,989,000 | +2.0% | 200,454 | -1.3% | 0.56% | +0.5% |
| Q2 2019 | $6,853,000 | +4.9% | 203,119 | +0.9% | 0.55% | +2.8% |
| Q1 2019 | $6,536,000 | +521.3% | 201,313 | +456.3% | 0.54% | +417.3% |
| Q4 2018 | $1,052,000 | -26.9% | 36,187 | -20.5% | 0.10% | -12.6% |
| Q3 2018 | $1,440,000 | +4.5% | 45,521 | 0.0% | 0.12% | 0.0% |
| Q2 2018 | $1,378,000 | +1.0% | 45,521 | -0.3% | 0.12% | -4.0% |
| Q1 2018 | $1,365,000 | +48.4% | 45,651 | +53.1% | 0.12% | +39.3% |
| Q4 2017 | $920,000 | +242.0% | 29,812 | +229.9% | 0.09% | +196.7% |
| Q3 2017 | $269,000 | -6.3% | 9,037 | -7.9% | 0.03% | -21.1% |
| Q2 2017 | $287,000 | -0.3% | 9,817 | -1.1% | 0.04% | -2.6% |
| Q1 2017 | $288,000 | -4.3% | 9,927 | -7.4% | 0.04% | -7.1% |
| Q4 2016 | $301,000 | +4.2% | 10,721 | +0.0% | 0.04% | +2.4% |
| Q3 2016 | $289,000 | -33.1% | 10,720 | -33.2% | 0.04% | -36.9% |
| Q2 2016 | $432,000 | +44.0% | 16,038 | +37.4% | 0.06% | +41.3% |
| Q1 2016 | $300,000 | – | 11,674 | – | 0.05% | – |
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% |