FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $215,000 | -65.4% | 6,144 | -64.4% | 0.04% | -69.0% |
| Q4 2019 | $621,000 | +12.5% | 17,238 | +8.9% | 0.13% | +7.7% |
| Q3 2019 | $552,000 | +16.0% | 15,836 | +12.2% | 0.12% | +5.4% |
| Q2 2019 | $476,000 | -1.2% | 14,110 | -5.0% | 0.11% | +16.8% |
| Q1 2019 | $482,000 | +46.1% | 14,846 | +30.8% | 0.10% | +33.8% |
| Q4 2018 | $330,000 | +13.4% | 11,349 | +23.4% | 0.07% | +1.4% |
| Q3 2018 | $291,000 | +7.0% | 9,194 | +2.3% | 0.07% | -11.4% |
| Q2 2018 | $272,000 | -26.7% | 8,985 | -27.7% | 0.08% | -19.4% |
| Q1 2018 | $371,000 | +19.3% | 12,426 | +23.1% | 0.10% | +24.1% |
| Q4 2017 | $311,000 | – | 10,091 | – | 0.08% | – |
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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% |