FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878,254 | -2.6% | 23,489 | +4.4% | 0.25% | -0.8% |
| Q2 2023 | $902,104 | +3.0% | 22,489 | +3.1% | 0.26% | -0.8% |
| Q1 2023 | $876,171 | +445.0% | 21,817 | +2.2% | 0.26% | -35.1% |
| Q4 2022 | $160,772 | -99.9% | 21,353 | +0.0% | 0.40% | +15.1% |
| Q3 2022 | $143,780,000 | -15.9% | 21,345 | +11.1% | 0.34% | -11.1% |
| Q2 2022 | $170,950,000 | +0.0% | 19,216 | +12.8% | 0.39% | +3.2% |
| Q1 2022 | $170,911,000 | +43.8% | 17,030 | +29.2% | 0.38% | +38.4% |
| Q4 2021 | $118,818,000 | +0.0% | 13,185 | 0.0% | 0.27% | -1.1% |
| Q3 2021 | $118,779,000 | -0.8% | 13,185 | 0.0% | 0.27% | -1.4% |
| Q2 2021 | $119,715,000 | +5.0% | 13,185 | +205.3% | 0.28% | -7.6% |
| Q1 2021 | $113,990,000 | +316538.9% | 4,319 | +259.9% | 0.30% | – |
| Q2 2020 | $36,000 | +9.1% | 1,200 | 0.0% | 0.00% | – |
| Q1 2020 | $33,000 | -17.5% | 1,200 | 0.0% | 0.00% | – |
| Q2 2019 | $40,000 | -99.9% | 1,200 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $34,896,000 | -80.8% | 1,200 | -48.7% | 0.01% | -77.6% |
| Q3 2018 | $181,773,000 | +400.8% | 2,339 | +94.9% | 0.06% | +346.2% |
| Q2 2018 | $36,300,000 | +3.1% | 1,200 | 0.0% | 0.01% | -31.6% |
| Q1 2018 | $35,220,000 | -5.6% | 1,200 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $37,320,000 | +4.1% | 1,200 | 0.0% | 0.02% | -9.1% |
| Q3 2017 | $35,844,000 | +3.0% | 1,200 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $34,812,000 | – | 1,200 | – | 0.02% | – |
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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% |