FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 204 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,119,078 | -2.8% | 29,930 | +4.2% | 0.09% | -2.1% |
Q2 2023 | $1,151,346 | -29.9% | 28,719 | -29.8% | 0.10% | -38.7% |
Q1 2023 | $1,642,167 | -66.5% | 40,891 | -66.8% | 0.16% | -69.2% |
Q4 2022 | $4,908,942 | +22.6% | 123,000 | +9.9% | 0.50% | +8.2% |
Q3 2022 | $4,005,000 | +55.7% | 111,902 | +68.9% | 0.46% | +60.9% |
Q2 2022 | $2,572,000 | +86.8% | 66,273 | +103.6% | 0.29% | +117.3% |
Q1 2022 | $1,377,000 | +0.7% | 32,557 | +2.4% | 0.13% | +3.1% |
Q4 2021 | $1,368,000 | +15.0% | 31,788 | +6.3% | 0.13% | +0.8% |
Q3 2021 | $1,190,000 | 0.0% | 29,912 | 0.0% | 0.13% | 0.0% |
Q2 2021 | $1,190,000 | +8.7% | 29,912 | +3.7% | 0.13% | +3.2% |
Q1 2021 | $1,095,000 | -34.1% | 28,837 | -39.2% | 0.12% | -39.8% |
Q4 2020 | $1,662,000 | +84.5% | 47,394 | +65.4% | 0.21% | +68.9% |
Q3 2020 | $901,000 | +21.4% | 28,659 | +17.1% | 0.12% | +11.9% |
Q2 2020 | $742,000 | -8.1% | 24,484 | -16.0% | 0.11% | -32.3% |
Q1 2020 | $807,000 | -17.1% | 29,162 | +7.9% | 0.16% | -5.8% |
Q4 2019 | $974,000 | +79.0% | 27,020 | +72.9% | 0.17% | +59.8% |
Q3 2019 | $544,000 | +497.8% | 15,625 | +473.2% | 0.11% | +463.2% |
Q2 2019 | $91,000 | +122.0% | 2,726 | +114.1% | 0.02% | +137.5% |
Q1 2019 | $41,000 | +5.1% | 1,273 | -7.3% | 0.01% | -11.1% |
Q4 2018 | $39,000 | -15.2% | 1,373 | -4.9% | 0.01% | 0.0% |
Q3 2018 | $46,000 | +7.0% | 1,443 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $43,000 | – | 1,443 | – | 0.01% | – |
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% |