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 | $359,524 | -1.9% | 9,615 | +5.2% | 0.02% | 0.0% |
| Q2 2023 | $366,358 | -0.3% | 9,138 | -0.2% | 0.02% | -4.0% |
| Q1 2023 | $367,614 | -2.7% | 9,154 | -3.3% | 0.02% | -3.8% |
| Q4 2022 | $377,636 | -10.5% | 9,462 | -19.8% | 0.03% | -18.8% |
| Q3 2022 | $422,000 | -32.3% | 11,792 | -26.5% | 0.03% | -28.9% |
| Q2 2022 | $623,000 | -13.7% | 16,054 | -5.9% | 0.04% | +2.3% |
| Q1 2022 | $722,000 | +3.9% | 17,065 | +5.7% | 0.04% | +2.3% |
| Q4 2021 | $695,000 | +13.6% | 16,139 | +3.5% | 0.04% | +13.2% |
| Q3 2021 | $612,000 | -2.5% | 15,589 | -1.3% | 0.04% | -13.6% |
| Q2 2021 | $628,000 | +26.9% | 15,792 | +21.1% | 0.04% | +15.8% |
| Q1 2021 | $495,000 | -37.6% | 13,044 | -42.0% | 0.04% | -43.3% |
| Q4 2020 | $793,000 | +7.0% | 22,508 | -4.5% | 0.07% | -4.3% |
| Q3 2020 | $741,000 | -0.9% | 23,558 | -4.5% | 0.07% | -12.5% |
| Q2 2020 | $748,000 | -6.4% | 24,665 | -14.1% | 0.08% | -31.0% |
| Q1 2020 | $799,000 | -24.6% | 28,708 | -2.1% | 0.12% | +9.4% |
| Q4 2019 | $1,059,000 | +25.3% | 29,336 | +20.4% | 0.11% | +14.0% |
| Q3 2019 | $845,000 | +18.2% | 24,371 | +14.6% | 0.09% | +2.2% |
| Q2 2019 | $715,000 | +1.9% | 21,268 | -2.4% | 0.09% | -4.2% |
| Q1 2019 | $702,000 | +7.5% | 21,801 | -2.8% | 0.10% | -7.8% |
| Q4 2018 | $653,000 | -9.2% | 22,422 | -1.4% | 0.10% | +17.0% |
| Q3 2018 | $719,000 | +1.3% | 22,751 | -3.0% | 0.09% | -8.3% |
| Q2 2018 | $710,000 | -10.9% | 23,457 | -12.0% | 0.10% | -8.6% |
| Q1 2018 | $797,000 | -11.8% | 26,666 | -9.0% | 0.10% | -12.5% |
| Q4 2017 | $904,000 | +2.6% | 29,292 | -1.4% | 0.12% | -5.5% |
| Q3 2017 | $881,000 | +14.4% | 29,695 | +12.9% | 0.13% | -0.8% |
| Q2 2017 | $770,000 | +90.1% | 26,300 | +88.1% | 0.13% | +88.2% |
| Q1 2017 | $405,000 | – | 13,979 | – | 0.07% | – |
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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% |