FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 236 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $556,000 | +5.7% | 13,985 | +0.9% | 0.29% | +29.5% |
| Q1 2021 | $526,000 | +3.3% | 13,855 | -4.6% | 0.22% | -6.3% |
| Q4 2020 | $509,000 | +15.9% | 14,525 | +4.2% | 0.24% | +6.2% |
| Q3 2020 | $439,000 | -0.5% | 13,945 | -4.0% | 0.22% | -3.8% |
| Q2 2020 | $441,000 | +27.1% | 14,530 | +16.1% | 0.23% | +6.4% |
| Q1 2020 | $347,000 | -17.8% | 12,520 | +6.9% | 0.22% | +15.8% |
| Q4 2019 | $422,000 | +955.0% | 11,710 | +909.5% | 0.19% | +955.6% |
| Q3 2019 | $40,000 | +100.0% | 1,160 | +93.3% | 0.02% | +100.0% |
| Q2 2019 | $20,000 | +5.3% | 600 | 0.0% | 0.01% | +12.5% |
| Q1 2019 | $19,000 | +11.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 600 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $19,000 | +5.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | 0.0% | 600 | 0.0% | 0.01% | +40.0% |
| Q1 2018 | $18,000 | -5.3% | 600 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $19,000 | +5.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $18,000 | – | 600 | – | 0.01% | – |
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% |