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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,439 | +16.6% | 14,053 | +36.9% | 0.30% | +23.9% |
| Q2 2023 | $450,749 | +0.1% | 10,265 | -8.4% | 0.24% | -11.3% |
| Q1 2023 | $450,214 | +39.9% | 11,210 | +39.0% | 0.27% | +19.1% |
| Q4 2022 | $321,920 | +9.5% | 8,066 | -1.9% | 0.23% | -9.8% |
| Q3 2022 | $294,000 | -6.7% | 8,222 | +1.2% | 0.26% | -0.8% |
| Q2 2022 | $315,000 | -7.1% | 8,127 | +1.3% | 0.26% | +42.0% |
| Q1 2022 | $339,000 | -2.6% | 8,025 | -0.7% | 0.18% | +14.6% |
| Q4 2021 | $348,000 | -1.1% | 8,083 | -10.1% | 0.16% | +0.6% |
| Q3 2021 | $352,000 | -9.5% | 8,991 | -8.1% | 0.16% | -7.6% |
| Q2 2021 | $389,000 | -12.6% | 9,782 | -16.5% | 0.17% | -27.0% |
| Q1 2021 | $445,000 | +26.1% | 11,721 | +16.3% | 0.23% | +7.9% |
| Q4 2020 | $353,000 | – | 10,075 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
| Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
| Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
| Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
| UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
| Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
| Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
| PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
| Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |