FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,162,725 | -3.5% | 271,803 | +3.5% | 0.48% | -12.1% |
Q2 2023 | $10,532,255 | +0.8% | 262,715 | +1.0% | 0.55% | -10.6% |
Q1 2023 | $10,444,525 | +0.1% | 260,073 | -0.5% | 0.61% | -14.2% |
Q4 2022 | $10,431,425 | +13.3% | 261,374 | +1.7% | 0.71% | +1.4% |
Q3 2022 | $9,203,000 | -3.2% | 257,128 | +5.0% | 0.70% | -3.8% |
Q2 2022 | $9,505,000 | -9.7% | 244,900 | -1.6% | 0.73% | -0.4% |
Q1 2022 | $10,530,000 | +5.8% | 248,934 | +7.6% | 0.73% | +3.1% |
Q4 2021 | $9,953,000 | +9.5% | 231,256 | -0.3% | 0.71% | +3.9% |
Q3 2021 | $9,090,000 | +1.2% | 231,890 | +2.6% | 0.68% | -3.9% |
Q2 2021 | $8,986,000 | +9.7% | 225,941 | +4.8% | 0.71% | -6.3% |
Q1 2021 | $8,190,000 | +19.1% | 215,648 | +10.0% | 0.76% | +18.2% |
Q4 2020 | $6,875,000 | +17.7% | 196,047 | +5.6% | 0.64% | -3.0% |
Q3 2020 | $5,843,000 | +16.1% | 185,729 | +11.9% | 0.66% | -2.5% |
Q2 2020 | $5,033,000 | +12.2% | 166,005 | +2.4% | 0.68% | -17.0% |
Q1 2020 | $4,487,000 | +81.0% | 162,100 | +135.6% | 0.82% | +142.3% |
Q4 2019 | $2,479,000 | +31.7% | 68,794 | +27.4% | 0.34% | +15.8% |
Q3 2019 | $1,882,000 | +732.7% | 53,983 | +707.0% | 0.29% | +711.1% |
Q2 2019 | $226,000 | +4.1% | 6,689 | +0.2% | 0.04% | -12.2% |
Q1 2019 | $217,000 | -0.5% | 6,673 | -6.7% | 0.04% | -10.9% |
Q4 2018 | $218,000 | – | 7,153 | – | 0.05% | – |
Download |
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% |