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 | $1,084,047 | -8.6% | 28,992 | -2.0% | 0.09% | -8.2% |
| Q2 2023 | $1,185,476 | +0.6% | 29,570 | +0.8% | 0.10% | -5.8% |
| Q1 2023 | $1,178,228 | +100689.4% | 29,338 | +0.2% | 0.10% | -3.7% |
| Q4 2022 | $1,169 | -99.9% | 29,290 | +1.5% | 0.11% | +0.9% |
| Q3 2022 | $1,033,000 | -9.5% | 28,850 | -1.9% | 0.11% | -4.5% |
| Q2 2022 | $1,142,000 | -8.6% | 29,415 | -0.5% | 0.11% | +0.9% |
| Q1 2022 | $1,250,000 | -3.4% | 29,551 | -1.7% | 0.11% | -6.0% |
| Q4 2021 | $1,294,000 | +8.8% | 30,074 | -0.9% | 0.12% | -0.8% |
| Q3 2021 | $1,189,000 | -20.6% | 30,333 | -19.5% | 0.12% | -20.3% |
| Q2 2021 | $1,498,000 | +4.8% | 37,673 | +0.1% | 0.15% | -2.6% |
| Q1 2021 | $1,430,000 | +2.7% | 37,638 | -5.3% | 0.15% | -4.4% |
| Q4 2020 | $1,393,000 | -0.5% | 39,725 | -10.7% | 0.16% | -4.8% |
| Q3 2020 | $1,400,000 | -0.9% | 44,490 | -4.5% | 0.17% | +1.2% |
| Q2 2020 | $1,413,000 | -2.8% | 46,607 | -11.2% | 0.16% | -14.1% |
| Q1 2020 | $1,453,000 | -35.6% | 52,508 | -16.1% | 0.19% | -30.2% |
| Q4 2019 | $2,256,000 | +3.2% | 62,608 | -0.2% | 0.28% | -4.5% |
| Q3 2019 | $2,187,000 | +4.9% | 62,707 | +1.9% | 0.29% | +5.5% |
| Q2 2019 | $2,085,000 | +12.0% | 61,551 | +9.4% | 0.27% | +11.0% |
| Q1 2019 | $1,862,000 | +7.0% | 56,256 | -1.0% | 0.25% | -3.1% |
| Q4 2018 | $1,741,000 | -3.8% | 56,801 | -2.2% | 0.25% | -20.6% |
| Q3 2018 | $1,810,000 | -1.4% | 58,073 | -2.7% | 0.32% | +17.6% |
| Q2 2018 | $1,835,000 | -15.2% | 59,667 | -17.7% | 0.27% | -17.1% |
| Q1 2018 | $2,165,000 | -4.8% | 72,538 | +0.5% | 0.33% | -3.0% |
| Q4 2017 | $2,275,000 | +15.4% | 72,204 | +9.4% | 0.34% | +3.0% |
| Q3 2017 | $1,971,000 | +6.7% | 65,999 | +4.4% | 0.33% | -0.9% |
| Q2 2017 | $1,847,000 | +4.9% | 63,198 | +4.0% | 0.33% | -2.1% |
| Q1 2017 | $1,760,000 | +26.1% | 60,784 | +23.3% | 0.34% | +21.6% |
| Q4 2016 | $1,396,000 | +162.9% | 49,301 | +150.5% | 0.28% | +141.7% |
| Q3 2016 | $531,000 | +31.1% | 19,681 | +30.9% | 0.12% | +26.4% |
| Q2 2016 | $405,000 | +94.7% | 15,038 | +86.3% | 0.09% | +102.2% |
| Q1 2016 | $208,000 | – | 8,074 | – | 0.04% | – |
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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% |