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 2022 | $592,000 | -44.7% | 16,539 | -40.1% | 0.56% | -13.5% |
| Q2 2022 | $1,071,000 | -33.5% | 27,606 | -27.5% | 0.64% | -19.6% |
| Q1 2022 | $1,611,000 | -10.7% | 38,083 | -9.1% | 0.80% | +10.2% |
| Q4 2021 | $1,804,000 | +300.9% | 41,911 | +264.7% | 0.73% | +214.7% |
| Q3 2021 | $450,000 | -3.0% | 11,492 | -1.4% | 0.23% | +23.5% |
| Q2 2021 | $464,000 | -9.0% | 11,656 | -13.3% | 0.19% | -11.8% |
| Q1 2021 | $510,000 | +36.4% | 13,438 | +26.0% | 0.21% | +8.7% |
| Q4 2020 | $374,000 | – | 10,664 | – | 0.20% | – |
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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% |