FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,459 | -33.2% | 6,806 | -28.3% | 0.02% | -34.6% |
| Q2 2023 | $380,683 | +2.8% | 9,496 | +3.0% | 0.03% | -3.7% |
| Q1 2023 | $370,326 | +3.0% | 9,221 | +2.4% | 0.03% | -3.6% |
| Q4 2022 | $359,561 | +7.0% | 9,009 | -4.0% | 0.03% | 0.0% |
| Q3 2022 | $336,000 | -7.9% | 9,388 | -0.2% | 0.03% | -9.7% |
| Q2 2022 | $365,000 | -9.0% | 9,404 | -0.8% | 0.03% | -3.1% |
| Q1 2022 | $401,000 | -64.4% | 9,484 | -66.3% | 0.03% | -68.0% |
| Q4 2021 | $1,125,000 | +2.3% | 28,133 | +0.9% | 0.10% | +7.5% |
| Q3 2021 | $1,100,000 | -2.2% | 27,870 | -0.9% | 0.09% | -7.0% |
| Q2 2021 | $1,125,000 | +5.3% | 28,133 | +1.6% | 0.10% | -8.3% |
| Q1 2021 | $1,068,000 | -25.9% | 27,694 | -32.6% | 0.11% | -36.6% |
| Q4 2020 | $1,441,000 | +8.8% | 41,083 | -0.4% | 0.17% | -5.5% |
| Q3 2020 | $1,325,000 | +119.7% | 41,245 | +107.4% | 0.18% | +109.2% |
| Q2 2020 | $603,000 | – | 19,884 | – | 0.09% | – |
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% |