FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,849,725 | -9.6% | 1,065,785 | -3.0% | 0.86% | -14.0% |
| Q2 2023 | $44,061,379 | +15.3% | 1,099,061 | +15.5% | 1.00% | -2.1% |
| Q1 2023 | $38,224,369 | -11.5% | 951,802 | -12.1% | 1.02% | -6.8% |
| Q4 2022 | $43,212,833 | +28.0% | 1,082,757 | +14.7% | 1.09% | +15.9% |
| Q3 2022 | $33,772,000 | -5.1% | 943,628 | +2.9% | 0.94% | +5.1% |
| Q2 2022 | $35,591,000 | +2.7% | 917,067 | +12.0% | 0.90% | +15.9% |
| Q1 2022 | $34,648,000 | +123.7% | 819,099 | +127.6% | 0.77% | +125.7% |
| Q4 2021 | $15,488,000 | +16.7% | 359,845 | +6.3% | 0.34% | +1.5% |
| Q3 2021 | $13,268,000 | -0.2% | 338,473 | +1.2% | 0.34% | +2.1% |
| Q2 2021 | $13,299,000 | +16.1% | 334,408 | +10.9% | 0.33% | +4.4% |
| Q1 2021 | $11,455,000 | -7.9% | 301,613 | -14.9% | 0.32% | -14.1% |
| Q4 2020 | $12,431,000 | -11.1% | 354,474 | -20.2% | 0.37% | -19.6% |
| Q3 2020 | $13,981,000 | +7.7% | 444,394 | +3.7% | 0.46% | -0.9% |
| Q2 2020 | $12,987,000 | +11.2% | 428,336 | +1.5% | 0.46% | -13.5% |
| Q1 2020 | $11,681,000 | -23.7% | 421,983 | -0.7% | 0.54% | -11.0% |
| Q4 2019 | $15,310,000 | +13.8% | 424,926 | +10.2% | 0.60% | +3.3% |
| Q3 2019 | $13,450,000 | +36.1% | 385,715 | +31.7% | 0.58% | +36.0% |
| Q2 2019 | $9,881,000 | +15.6% | 292,867 | +11.2% | 0.43% | +11.2% |
| Q1 2019 | $8,551,000 | +21.3% | 263,343 | +8.6% | 0.38% | +6.1% |
| Q4 2018 | $7,049,000 | -1.5% | 242,386 | +7.1% | 0.36% | +13.4% |
| Q3 2018 | $7,158,000 | +7.4% | 226,236 | +2.8% | 0.32% | +7.7% |
| Q2 2018 | $6,666,000 | -5.7% | 220,151 | -6.9% | 0.30% | -0.3% |
| Q1 2018 | $7,071,000 | +4.4% | 236,579 | +7.8% | 0.30% | -2.0% |
| Q4 2017 | $6,776,000 | +4.9% | 219,560 | +1.1% | 0.30% | -0.3% |
| Q3 2017 | $6,461,000 | +20.2% | 217,181 | +18.2% | 0.30% | +10.1% |
| Q2 2017 | $5,375,000 | +20.9% | 183,758 | +19.9% | 0.28% | +10.4% |
| Q1 2017 | $4,446,000 | +124.3% | 153,242 | +116.7% | 0.25% | +104.1% |
| Q4 2016 | $1,982,000 | +12.2% | 70,701 | +8.1% | 0.12% | +3.4% |
| Q3 2016 | $1,767,000 | +12.4% | 65,426 | +12.2% | 0.12% | +1.7% |
| Q2 2016 | $1,572,000 | -5.9% | 58,303 | -10.2% | 0.12% | -18.2% |
| Q1 2016 | $1,670,000 | +38.2% | 64,899 | +28.3% | 0.14% | +41.6% |
| Q4 2015 | $1,208,000 | +7.8% | 50,596 | +2.9% | 0.10% | -28.4% |
| Q3 2015 | $1,121,000 | +0.7% | 49,192 | +3.3% | 0.14% | -1.4% |
| Q2 2015 | $1,113,000 | -1.6% | 47,598 | +0.9% | 0.14% | +5.9% |
| Q1 2015 | $1,131,000 | +433.5% | 47,160 | +436.6% | 0.14% | +255.3% |
| Q4 2014 | $212,000 | – | 8,789 | – | 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% |