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 | $8,415 | +56.8% | 225,078 | +68.4% | 0.08% | +27.3% |
| Q1 2023 | $5,368 | +133.2% | 133,666 | +131.7% | 0.07% | +100.0% |
| Q4 2022 | $2,302 | -99.8% | 57,694 | +89.5% | 0.03% | +175.0% |
| Q3 2022 | $1,089,000 | -42.9% | 30,451 | -31.3% | 0.01% | +9.1% |
| Q4 2021 | $1,906,000 | -2.4% | 44,307 | -13.8% | 0.01% | -45.0% |
| Q1 2021 | $1,952,000 | +132.7% | 51,404 | +114.7% | 0.02% | +17.6% |
| Q4 2020 | $839,000 | -43.3% | 23,941 | -49.1% | 0.02% | -60.5% |
| Q3 2020 | $1,481,000 | +17.5% | 47,078 | +13.2% | 0.04% | +13.2% |
| Q2 2020 | $1,260,000 | +252.9% | 41,574 | +164.7% | 0.04% | -87.5% |
| Q3 2015 | $357,000 | – | 15,706 | – | 0.30% | – |
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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% |