FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,320 | -45.9% | 276 | -42.0% | 0.00% | – |
| Q2 2023 | $19,083 | +72.2% | 476 | +72.5% | 0.00% | – |
| Q1 2023 | $11,084 | +0.6% | 276 | 0.0% | 0.00% | – |
| Q4 2022 | $11,015 | -31.2% | 276 | -40.0% | 0.00% | – |
| Q3 2022 | $16,000 | +45.5% | 460 | +66.7% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 276 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 276 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 276 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | +57.1% | 276 | +52.5% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | -58.8% | 181 | -66.9% | 0.00% | -100.0% |
| Q4 2020 | $17,000 | 0.0% | 547 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +240.0% | 547 | +202.2% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 181 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | +75.0% | 181 | +20.7% | 0.00% | – |
| Q2 2017 | $4,000 | -33.3% | 150 | -21.1% | 0.00% | – |
| Q1 2017 | $6,000 | -66.7% | 190 | -75.6% | 0.00% | -100.0% |
| Q2 2015 | $18,000 | +800.0% | 780 | +687.9% | 0.00% | +100.0% |
| Q2 2013 | $2,000 | – | 99 | – | 0.00% | – |
Download | ||||||
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% |