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 | $765,840 | -13.1% | 20,482 | -6.8% | 0.00% | 0.0% |
Q2 2023 | $880,954 | +8.8% | 21,974 | +9.0% | 0.00% | -25.0% |
Q1 2023 | $809,549 | +2.4% | 20,158 | +1.8% | 0.00% | 0.0% |
Q4 2022 | $790,491 | +19.8% | 19,807 | +7.4% | 0.00% | 0.0% |
Q3 2022 | $660,000 | +7.5% | 18,439 | +16.5% | 0.00% | 0.0% |
Q2 2022 | $614,000 | +4.2% | 15,821 | +13.6% | 0.00% | 0.0% |
Q1 2022 | $589,000 | -18.5% | 13,930 | -17.1% | 0.00% | -20.0% |
Q4 2021 | $723,000 | +41.5% | 16,801 | +28.8% | 0.01% | +25.0% |
Q3 2021 | $511,000 | +6.7% | 13,047 | +8.2% | 0.00% | 0.0% |
Q2 2021 | $479,000 | +5.3% | 12,056 | +0.7% | 0.00% | -20.0% |
Q1 2021 | $455,000 | +255.5% | 11,977 | +227.1% | 0.01% | +150.0% |
Q4 2020 | $128,000 | +120.7% | 3,662 | +98.3% | 0.00% | +100.0% |
Q3 2020 | $58,000 | -47.7% | 1,847 | -49.6% | 0.00% | -50.0% |
Q2 2020 | $111,000 | – | 3,664 | – | 0.00% | – |
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% |