FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,946,262 | -13.8% | 613,700 | -7.6% | 1.93% | -18.3% |
| Q2 2023 | $26,628,506 | -1.4% | 664,217 | -1.2% | 2.36% | -6.5% |
| Q1 2023 | $27,009,579 | +102465.4% | 672,549 | +1.9% | 2.52% | -3.7% |
| Q4 2022 | $26,334 | -99.9% | 659,853 | +1.7% | 2.62% | +24.1% |
| Q3 2022 | $23,226,000 | +4.3% | 648,966 | +13.1% | 2.11% | -10.7% |
| Q2 2022 | $22,265,000 | -10.4% | 573,729 | -2.3% | 2.36% | -5.6% |
| Q1 2022 | $24,839,000 | +0.7% | 587,223 | +2.4% | 2.51% | +4.2% |
| Q4 2021 | $24,673,000 | +11.6% | 573,278 | +1.7% | 2.40% | +1.0% |
| Q3 2021 | $22,100,000 | +2.3% | 563,800 | +3.8% | 2.38% | -0.9% |
| Q2 2021 | $21,602,000 | +14.0% | 543,197 | +8.9% | 2.40% | +1.8% |
| Q1 2021 | $18,947,000 | +7.6% | 498,874 | -0.6% | 2.36% | -3.2% |
| Q4 2020 | $17,607,000 | +7.6% | 502,063 | -3.5% | 2.44% | -8.0% |
| Q3 2020 | $16,368,000 | -9.7% | 520,308 | -13.0% | 2.65% | -18.9% |
| Q2 2020 | $18,122,000 | +19.8% | 597,718 | +9.3% | 3.27% | -3.3% |
| Q1 2020 | $15,133,000 | -2.8% | 546,729 | +26.5% | 3.38% | +18.8% |
| Q4 2019 | $15,576,000 | +12.6% | 432,311 | +9.0% | 2.84% | +6.0% |
| Q3 2019 | $13,833,000 | – | 396,715 | – | 2.68% | – |
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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% |