FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,817 | -26.3% | 48,607 | -21.0% | 0.43% | -25.0% |
| Q2 2023 | $2,466 | +3.9% | 61,514 | +4.1% | 0.57% | -1.0% |
| Q1 2023 | $2,373 | +4.5% | 59,079 | +3.9% | 0.58% | -3.0% |
| Q4 2022 | $2,270 | -99.9% | 56,869 | +3.4% | 0.60% | +1.0% |
| Q3 2022 | $1,968,000 | -8.5% | 54,979 | -0.8% | 0.59% | -6.5% |
| Q2 2022 | $2,151,000 | -12.3% | 55,420 | -4.4% | 0.63% | -11.4% |
| Q1 2022 | $2,452,000 | +217.2% | 57,962 | +222.9% | 0.71% | +185.2% |
| Q4 2021 | $773,000 | +25.5% | 17,949 | +14.3% | 0.25% | -33.3% |
| Q3 2021 | $616,000 | +2.0% | 15,706 | +3.4% | 0.38% | -9.6% |
| Q2 2021 | $604,000 | +5.0% | 15,191 | +0.3% | 0.42% | -5.0% |
| Q1 2021 | $575,000 | +78.6% | 15,152 | +65.1% | 0.44% | +74.8% |
| Q4 2020 | $322,000 | +0.9% | 9,179 | -9.5% | 0.25% | -4.9% |
| Q3 2020 | $319,000 | -50.8% | 10,138 | -52.6% | 0.26% | -51.4% |
| Q2 2020 | $649,000 | +19.7% | 21,405 | +9.4% | 0.54% | -3.9% |
| Q1 2020 | $542,000 | -13.6% | 19,573 | +12.4% | 0.56% | -56.0% |
| Q4 2019 | $627,000 | +3.1% | 17,407 | -0.2% | 1.28% | -2.9% |
| Q3 2019 | $608,000 | +8.8% | 17,446 | +5.4% | 1.32% | -2.7% |
| Q2 2019 | $559,000 | – | 16,559 | – | 1.35% | – |
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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% |