FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $29,000 | +11.5% | 751 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +13.0% | 748 | +0.7% | 0.00% | -50.0% |
| Q3 2020 | $23,000 | +4.5% | 743 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | -26.7% | 739 | -27.0% | 0.00% | -33.3% |
| Q1 2020 | $30,000 | -16.7% | 1,012 | +0.7% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +260.0% | 1,005 | +265.5% | 0.00% | +200.0% |
| Q3 2019 | $10,000 | -71.4% | 275 | -73.8% | 0.00% | -75.0% |
| Q2 2019 | $35,000 | – | 1,048 | – | 0.00% | – |
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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% |