FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,085,604 | -6.9% | 139,830 | +4.0% | 0.27% | -3.5% |
| Q2 2023 | $5,460,486 | +10.4% | 134,462 | +10.7% | 0.28% | -1.4% |
| Q1 2023 | $4,944,085 | +0.6% | 121,506 | +1.5% | 0.29% | -4.3% |
| Q4 2022 | $4,912,513 | +15.0% | 119,759 | +8.2% | 0.30% | -1.3% |
| Q3 2022 | $4,273,000 | +1.3% | 110,647 | +6.7% | 0.30% | 0.0% |
| Q2 2022 | $4,218,000 | +7.9% | 103,695 | +5.3% | 0.30% | +2.3% |
| Q1 2022 | $3,909,000 | -1.3% | 98,484 | +1.4% | 0.30% | +6.0% |
| Q4 2021 | $3,960,000 | +11.0% | 97,109 | +13.4% | 0.28% | +12.4% |
| Q3 2021 | $3,568,000 | -35.5% | 85,614 | -37.5% | 0.25% | +22.0% |
| Q2 2021 | $5,528,000 | +107.7% | 136,964 | +102.2% | 0.20% | -6.8% |
| Q1 2021 | $2,661,000 | +20.6% | 67,732 | +8.9% | 0.22% | +5.3% |
| Q4 2020 | $2,207,000 | +33.9% | 62,216 | +23.7% | 0.21% | +7.2% |
| Q3 2020 | $1,648,000 | +37.1% | 50,278 | +32.2% | 0.20% | +30.0% |
| Q2 2020 | $1,202,000 | +71.5% | 38,041 | +61.5% | 0.15% | +38.9% |
| Q1 2020 | $701,000 | +17.6% | 23,562 | +44.4% | 0.11% | +47.9% |
| Q4 2019 | $596,000 | +4.6% | 16,322 | 0.0% | 0.07% | -8.8% |
| Q3 2019 | $570,000 | – | 16,322 | – | 0.08% | – |
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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% |