FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |