FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |