FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,172 | -6.7% | 486 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $19,484 | -0.2% | 486 | 0.0% | 0.00% | -33.3% |
Q1 2023 | $19,518 | +0.6% | 486 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $19,396 | +14.1% | 486 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $17,000 | -10.5% | 486 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $19,000 | -9.5% | 486 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $21,000 | +50.0% | 486 | +44.6% | 0.00% | +50.0% |
Q4 2021 | $14,000 | +7.7% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $13,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $13,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $13,000 | +8.3% | 336 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $12,000 | +9.1% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $11,000 | +10.0% | 336 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $10,000 | +11.1% | 336 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $9,000 | -25.0% | 336 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $12,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $12,000 | +50.0% | 336 | -8.9% | 0.00% | -50.0% |
Q2 2014 | $8,000 | – | 369 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 4,553,773 | $192,625,000 | 23.41% |
Kowal Investment Group, LLC | 1,285,278 | $54,367,000 | 16.59% |
Spectrum Wealth Advisory Group, LLC | 376,630 | $15,931,000 | 15.36% |
Ten Capital Wealth Advisors, LLC | 675,647 | $28,580,000 | 11.93% |
Kaydan Wealth Management, Inc. | 605,429 | $25,609,639 | 11.32% |
Next Level Private LLC | 312,740 | $13,229,000 | 10.69% |
UNIONVIEW, LLC | 264,038 | $11,169,000 | 10.44% |
Fountainhead AM, LLC | 528,995 | $22,376,000 | 9.93% |
Fortress Wealth Group, LLC | 296,052 | $12,523,000 | 9.68% |
PCG Wealth Advisors, LLC | 351,534 | $14,870,000 | 9.45% |