FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,574,276 | -0.9% | 95,594 | +6.3% | 0.16% | +1.9% |
Q2 2023 | $3,605,327 | +7.1% | 89,931 | +7.3% | 0.16% | -1.9% |
Q1 2023 | $3,367,197 | +46.1% | 83,845 | +45.2% | 0.16% | -79.5% |
Q4 2022 | $2,305,122 | -91.2% | 57,758 | -92.1% | 0.79% | -31.0% |
Q4 2019 | $26,291,000 | +5147.7% | 729,697 | +4111.3% | 1.15% | +1351.9% |
Q1 2017 | $501,000 | – | 17,327 | – | 0.08% | – |
Download |
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% |