FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,668,927 | -7.7% | 124,871 | -1.1% | 3.00% | +4.2% |
| Q2 2023 | $5,060,667 | -4.1% | 126,233 | -3.9% | 2.88% | -29.3% |
| Q1 2023 | $5,276,972 | +3.3% | 131,399 | +2.6% | 4.08% | -25.2% |
| Q4 2022 | $5,109,369 | +12.6% | 128,022 | +1.0% | 5.46% | -1.7% |
| Q3 2022 | $4,537,000 | -8.1% | 126,787 | -0.4% | 5.56% | +46.8% |
| Q2 2022 | $4,939,000 | -5.1% | 127,282 | +3.4% | 3.78% | +21.4% |
| Q1 2022 | $5,207,000 | -3.0% | 123,101 | -1.3% | 3.12% | +37.7% |
| Q4 2021 | $5,370,000 | +47.0% | 124,785 | +33.8% | 2.26% | +51.6% |
| Q3 2021 | $3,654,000 | +1.0% | 93,232 | +2.5% | 1.49% | -1.8% |
| Q2 2021 | $3,618,000 | +4.6% | 90,985 | -0.1% | 1.52% | -2.3% |
| Q1 2021 | $3,458,000 | +6.7% | 91,050 | -1.5% | 1.56% | -6.7% |
| Q4 2020 | $3,242,000 | +0.1% | 92,461 | -10.2% | 1.67% | -10.1% |
| Q3 2020 | $3,238,000 | +1.0% | 102,936 | -2.6% | 1.86% | -2.3% |
| Q2 2020 | $3,205,000 | +34.0% | 105,735 | +22.3% | 1.90% | -40.3% |
| Q1 2020 | $2,392,000 | -48.1% | 86,448 | -32.4% | 3.18% | +30.0% |
| Q4 2019 | $4,609,000 | +48.2% | 127,925 | +41.5% | 2.45% | +56.9% |
| Q3 2019 | $3,110,000 | +12.6% | 90,382 | +10.8% | 1.56% | -0.8% |
| Q2 2019 | $2,763,000 | +6.2% | 81,586 | +2.5% | 1.57% | +4.2% |
| Q1 2019 | $2,602,000 | +21.9% | 79,605 | +14.1% | 1.51% | -23.2% |
| Q4 2018 | $2,134,000 | – | 69,790 | – | 1.97% | – |
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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% |