FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,667 | +0.6% | 166 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,625 | +10.4% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | -89.6% | 166 | -92.5% | 0.00% | -90.9% |
| Q2 2020 | $67,000 | +4.7% | 2,226 | -3.4% | 0.01% | -8.3% |
| Q1 2020 | $64,000 | -17.9% | 2,305 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $78,000 | +4.0% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $75,000 | +11.9% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $67,000 | -8.2% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $73,000 | +2.8% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | +2.9% | 2,305 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $69,000 | -2.8% | 2,305 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $71,000 | +2.9% | 2,305 | 0.0% | 0.02% | -5.9% |
| Q3 2017 | $69,000 | +3.0% | 2,305 | 0.0% | 0.02% | +6.2% |
| Q2 2017 | $67,000 | 0.0% | 2,305 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $67,000 | +3.1% | 2,305 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $65,000 | +4.8% | 2,305 | 0.0% | 0.02% | +14.3% |
| Q3 2016 | $62,000 | 0.0% | 2,305 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $62,000 | +5.1% | 2,305 | 0.0% | 0.02% | -11.8% |
| Q1 2016 | $59,000 | +7.3% | 2,305 | 0.0% | 0.02% | +13.3% |
| Q4 2015 | $55,000 | +3.8% | 2,305 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $53,000 | -5.4% | 2,305 | -3.4% | 0.02% | -5.9% |
| Q2 2015 | $56,000 | -1.8% | 2,385 | 0.0% | 0.02% | -5.6% |
| Q1 2015 | $57,000 | -1.7% | 2,385 | 0.0% | 0.02% | -10.0% |
| Q4 2014 | $58,000 | -4.9% | 2,385 | -12.5% | 0.02% | -9.1% |
| Q3 2014 | $61,000 | – | 2,725 | – | 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% |