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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,606,580 | +10.6% | 40,255 | -0.8% | 0.16% | +5.8% |
| Q3 2022 | $1,452,000 | -33.3% | 40,578 | -27.7% | 0.16% | -22.4% |
| Q2 2022 | $2,178,000 | -16.2% | 56,130 | -8.7% | 0.20% | -4.3% |
| Q1 2022 | $2,599,000 | -51.5% | 61,449 | -50.7% | 0.21% | -50.8% |
| Q4 2021 | $5,356,000 | -2.4% | 124,738 | -6.2% | 0.43% | +14.2% |
| Q3 2021 | $5,487,000 | +73.7% | 133,046 | +67.5% | 0.37% | -7.7% |
| Q2 2021 | $3,158,000 | -3.4% | 79,413 | -7.7% | 0.40% | -20.3% |
| Q1 2021 | $3,269,000 | +10.9% | 86,072 | +4.0% | 0.51% | +1.6% |
| Q4 2020 | $2,948,000 | +30.4% | 82,799 | +18.8% | 0.50% | +10.6% |
| Q3 2020 | $2,261,000 | +6.6% | 69,686 | +2.7% | 0.45% | -0.2% |
| Q2 2020 | $2,121,000 | +22.7% | 67,855 | +11.4% | 0.45% | +11.3% |
| Q1 2020 | $1,729,000 | – | 60,891 | – | 0.41% | – |
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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% |