FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,503,776 | +594.0% | 120,454 | +644.1% | 0.14% | +540.9% |
| Q2 2023 | $648,977 | +15362.9% | 16,188 | -84.5% | 0.02% | -83.6% |
| Q1 2023 | $4,197 | +26131.2% | 104,507 | +26628.1% | 0.13% | +13300.0% |
| Q4 2022 | $16 | -100.0% | 391 | -99.2% | 0.00% | -96.6% |
| Q3 2022 | $1,787,000 | +178600.0% | 49,957 | +192042.3% | 0.03% | – |
| Q2 2022 | $1,000 | -96.9% | 26 | -96.6% | 0.00% | – |
| Q1 2022 | $32,000 | +190.9% | 766 | +193.5% | 0.00% | – |
| Q4 2021 | $11,000 | -92.3% | 261 | -92.8% | 0.00% | -100.0% |
| Q3 2021 | $142,000 | -92.4% | 3,633 | -92.2% | 0.00% | -91.7% |
| Q2 2021 | $1,859,000 | +2947.5% | 46,738 | +2812.0% | 0.05% | +4700.0% |
| Q1 2021 | $61,000 | -93.5% | 1,605 | -94.6% | 0.00% | -90.0% |
| Q3 2020 | $943,000 | -64.2% | 29,971 | -65.5% | 0.01% | -90.7% |
| Q2 2020 | $2,637,000 | +119.0% | 86,989 | +100.0% | 0.11% | +47.9% |
| Q1 2020 | $1,204,000 | +178.1% | 43,500 | +262.4% | 0.07% | +102.8% |
| Q4 2019 | $433,000 | -46.4% | 12,004 | -48.2% | 0.04% | -34.5% |
| Q3 2019 | $808,000 | +32.5% | 23,166 | +23.3% | 0.06% | +48.6% |
| Q1 2019 | $610,000 | +20233.3% | 18,783 | +18683.0% | 0.04% | – |
| Q4 2018 | $3,000 | -99.2% | 100 | -99.2% | 0.00% | -100.0% |
| Q2 2018 | $399,000 | -71.1% | 13,167 | -71.5% | 0.02% | -81.4% |
| Q1 2018 | $1,380,000 | +268.0% | 46,160 | +279.6% | 0.12% | +145.8% |
| Q4 2017 | $375,000 | -66.1% | 12,160 | -74.9% | 0.05% | -55.1% |
| Q3 2015 | $1,106,000 | +325.4% | 48,530 | +336.1% | 0.11% | +365.2% |
| Q2 2015 | $260,000 | – | 11,128 | – | 0.02% | – |
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% |