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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |