FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,708 | -5.1% | 13,338 | +1.7% | 0.04% | -2.6% |
| Q2 2023 | $525,540 | -0.2% | 13,109 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $526,457 | +0.6% | 13,109 | 0.0% | 0.04% | -16.3% |
| Q4 2022 | $523,180 | +11.6% | 13,109 | 0.0% | 0.05% | +8.9% |
| Q3 2022 | $469,000 | -7.3% | 13,109 | +0.6% | 0.04% | -10.0% |
| Q2 2022 | $506,000 | -17.6% | 13,036 | -10.3% | 0.05% | -13.8% |
| Q1 2022 | $614,000 | -5.5% | 14,526 | -3.9% | 0.06% | +7.4% |
| Q4 2021 | $650,000 | +4.3% | 15,113 | -5.0% | 0.05% | -3.6% |
| Q3 2021 | $623,000 | -1.1% | 15,903 | +0.4% | 0.06% | -1.8% |
| Q2 2021 | $630,000 | +5.2% | 15,840 | +0.5% | 0.06% | -13.6% |
| Q1 2021 | $599,000 | +6.4% | 15,765 | -1.8% | 0.07% | +3.1% |
| Q4 2020 | $563,000 | +23.2% | 16,059 | +10.5% | 0.06% | +1.6% |
| Q3 2020 | $457,000 | +42.4% | 14,538 | +37.3% | 0.06% | +31.2% |
| Q2 2020 | $321,000 | +43.3% | 10,586 | +31.0% | 0.05% | +14.3% |
| Q1 2020 | $224,000 | – | 8,083 | – | 0.04% | – |
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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% |