FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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% |