FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,328 | -67.3% | 8,835 | -65.0% | 0.03% | -66.7% |
| Q2 2023 | $1,011,080 | -26.8% | 25,220 | -26.7% | 0.09% | -38.0% |
| Q1 2023 | $1,381,230 | -2.0% | 34,393 | -2.6% | 0.15% | -10.2% |
| Q4 2022 | $1,409,715 | +12.2% | 35,322 | +0.7% | 0.17% | -6.2% |
| Q3 2022 | $1,256,000 | -11.2% | 35,081 | +0.5% | 0.18% | -3.8% |
| Q2 2022 | $1,415,000 | +7347.4% | 34,890 | +6361.1% | 0.18% | +2542.9% |
| Q4 2019 | $19,000 | 0.0% | 540 | +0.6% | 0.01% | -12.5% |
| Q3 2019 | $19,000 | – | 537 | – | 0.01% | – |
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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% |