FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,438,215 | -6.9% | 118,701 | -0.2% | 0.58% | -12.5% |
Q2 2023 | $4,769,263 | -0.7% | 118,964 | -0.6% | 0.66% | -7.5% |
Q1 2023 | $4,805,140 | -0.6% | 119,650 | -1.2% | 0.72% | -4.9% |
Q4 2022 | $4,834,311 | +11.5% | 121,130 | -0.0% | 0.76% | +5.7% |
Q3 2022 | $4,336,000 | -8.6% | 121,143 | -0.9% | 0.71% | -6.1% |
Q2 2022 | $4,746,000 | -6.6% | 122,277 | +1.8% | 0.76% | +12.8% |
Q1 2022 | $5,082,000 | -2.6% | 120,141 | -0.9% | 0.67% | +2.1% |
Q4 2021 | $5,217,000 | +9.4% | 121,219 | -0.3% | 0.66% | +2.2% |
Q3 2021 | $4,768,000 | +4.2% | 121,620 | +5.7% | 0.65% | +4.2% |
Q2 2021 | $4,576,000 | +10.1% | 115,053 | +5.2% | 0.62% | -0.8% |
Q1 2021 | $4,155,000 | +9.7% | 109,398 | +1.3% | 0.62% | +3.0% |
Q4 2020 | $3,788,000 | +19.5% | 108,016 | +7.2% | 0.61% | +0.2% |
Q3 2020 | $3,169,000 | +4.9% | 100,724 | +1.1% | 0.61% | -5.5% |
Q2 2020 | $3,020,000 | +11.6% | 99,598 | +1.8% | 0.64% | -12.1% |
Q1 2020 | $2,707,000 | -21.1% | 97,791 | +2.7% | 0.73% | -7.7% |
Q4 2019 | $3,430,000 | – | 95,187 | – | 0.79% | – |
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% |