FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -92.0% | 104 | -93.4% | 0.00% | -88.9% |
| Q3 2020 | $50,000 | +4.2% | 1,577 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $48,000 | +11.6% | 1,568 | +0.8% | 0.01% | 0.0% |
| Q1 2020 | $43,000 | -44.9% | 1,556 | -28.1% | 0.01% | -35.7% |
| Q4 2019 | $78,000 | +4.0% | 2,163 | +0.6% | 0.01% | -6.7% |
| Q3 2019 | $75,000 | +56.2% | 2,151 | +50.7% | 0.02% | +50.0% |
| Q2 2019 | $48,000 | +4.3% | 1,427 | +0.4% | 0.01% | -16.7% |
| Q1 2019 | $46,000 | +12.2% | 1,421 | +0.5% | 0.01% | +9.1% |
| Q4 2018 | $41,000 | -6.8% | 1,414 | +0.8% | 0.01% | -8.3% |
| Q3 2018 | $44,000 | +4.8% | 1,403 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | +281.8% | 1,396 | +260.7% | 0.01% | +300.0% |
| Q1 2018 | $11,000 | -8.3% | 387 | +0.5% | 0.00% | -25.0% |
| Q4 2017 | $12,000 | +9.1% | 385 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | – | 385 | – | 0.00% | – |
Download | ||||||
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% |