FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,492,000 | -5.5% | 173,641 | +1.4% | 0.41% | +6.3% |
| Q2 2023 | $6,868,000 | +151846.9% | 171,314 | +52.2% | 0.38% | +9.7% |
| Q1 2023 | $4,520 | +7.2% | 112,548 | +6.5% | 0.35% | +27.8% |
| Q4 2022 | $4,218 | -99.8% | 105,687 | +56.1% | 0.27% | +11.9% |
| Q3 2022 | $2,423,000 | -17.0% | 67,688 | -10.0% | 0.24% | -9.6% |
| Q2 2022 | $2,920,000 | +21.1% | 75,245 | +30.8% | 0.27% | -35.9% |
| Q1 2022 | $2,412,000 | -49.9% | 57,532 | -48.6% | 0.42% | +52.5% |
| Q4 2021 | $4,813,000 | +9.7% | 111,829 | -0.1% | 0.28% | -6.8% |
| Q3 2021 | $4,387,000 | +0.5% | 111,922 | +2.0% | 0.30% | +2.4% |
| Q2 2021 | $4,364,000 | -27.7% | 109,721 | -26.9% | 0.29% | +37.6% |
| Q1 2021 | $6,038,000 | +15.6% | 150,037 | +0.8% | 0.21% | -5.8% |
| Q4 2020 | $5,222,000 | +7.9% | 148,910 | -3.2% | 0.22% | -7.9% |
| Q3 2020 | $4,839,000 | +44.7% | 153,807 | +39.5% | 0.24% | +31.5% |
| Q2 2020 | $3,344,000 | -41.0% | 110,293 | -46.1% | 0.18% | -56.1% |
| Q1 2020 | $5,663,000 | -13.6% | 204,598 | +12.5% | 0.42% | -16.0% |
| Q4 2019 | $6,553,000 | +25.8% | 181,868 | +21.7% | 0.50% | +15.8% |
| Q3 2019 | $5,211,000 | +45.3% | 149,432 | +35.3% | 0.43% | +7.8% |
| Q1 2019 | $3,586,000 | -49.4% | 110,426 | -54.7% | 0.40% | -60.2% |
| Q4 2018 | $7,091,000 | +8.6% | 243,844 | +18.2% | 1.00% | +5.9% |
| Q3 2018 | $6,527,000 | – | 206,276 | – | 0.95% | – |
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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% |