FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466 | +322.5% | 39,222 | +353.8% | 0.15% | +294.6% |
| Q1 2023 | $347 | -100.0% | 8,643 | -52.8% | 0.04% | -35.1% |
| Q1 2022 | $775,000 | -17.9% | 18,314 | -22.8% | 0.06% | -38.0% |
| Q2 2021 | $944,000 | +18.0% | 23,728 | -11.4% | 0.09% | +114.0% |
| Q1 2018 | $800,000 | +206.5% | 26,778 | +205.2% | 0.04% | +230.8% |
| Q3 2017 | $261,000 | -82.9% | 8,773 | -83.3% | 0.01% | -91.7% |
| Q1 2017 | $1,524,000 | +608.8% | 52,520 | +558.0% | 0.16% | +441.4% |
| Q2 2016 | $215,000 | -83.0% | 7,982 | -84.8% | 0.03% | -81.4% |
| Q4 2014 | $1,266,000 | +39.3% | 52,418 | +29.5% | 0.16% | +60.8% |
| Q3 2014 | $909,000 | – | 40,477 | – | 0.10% | – |
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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% |