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 | $938,826 | -6.9% | 25,109 | -0.1% | 0.17% | -0.6% |
Q2 2023 | $1,007,943 | -0.2% | 25,142 | 0.0% | 0.17% | -11.9% |
Q1 2023 | $1,009,703 | +0.6% | 25,142 | 0.0% | 0.19% | -8.5% |
Q4 2022 | $1,003,417 | +12.6% | 25,142 | +1.0% | 0.21% | +5.5% |
Q3 2022 | $891,000 | -11.3% | 24,900 | -3.9% | 0.20% | +1.5% |
Q2 2022 | $1,005,000 | -11.6% | 25,900 | -3.6% | 0.20% | +7.1% |
Q1 2022 | $1,137,000 | -2.3% | 26,871 | -0.6% | 0.18% | -3.2% |
Q4 2021 | $1,164,000 | +9.8% | 27,036 | 0.0% | 0.19% | +2.2% |
Q3 2021 | $1,060,000 | -1.4% | 27,036 | 0.0% | 0.19% | -1.6% |
Q2 2021 | $1,075,000 | +2.7% | 27,036 | -1.9% | 0.19% | -5.0% |
Q1 2021 | $1,047,000 | +8.3% | 27,570 | 0.0% | 0.20% | +3.6% |
Q4 2020 | $967,000 | – | 27,570 | – | 0.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 5,103,486 | $203,680,143 | 26.96% |
Spectrum Wealth Advisory Group, LLC | 261,318 | $10,429,175 | 14.52% |
Ten Capital Wealth Advisors, LLC | 870,089 | $34,725,236 | 13.93% |
UNIONVIEW, LLC | 335,310 | $13,382,209 | 13.38% |
Next Level Private LLC | 377,899 | $15,365,393 | 11.31% |
BELLEVUE ASSET MANAGEMENT, LLC | 328,141 | $13,010,791 | 10.06% |
Fortress Wealth Group, LLC | 354,722 | $14,156,957 | 9.89% |
Kaye Capital Management | 416,100 | $16,606,570 | 8.68% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 202,055 | $8,064,015 | 8.32% |
New England Private Wealth Advisors LLC | 901,790 | $35,990,382 | 7.63% |