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 | $716,170 | +0.5% | 19,154 | +7.8% | 0.12% | -0.8% |
Q2 2023 | $712,325 | +0.6% | 17,768 | +0.2% | 0.12% | -13.6% |
Q4 2022 | $707,911 | +11.5% | 17,738 | 0.0% | 0.14% | +8.5% |
Q3 2022 | $635,000 | -65.9% | 17,738 | -63.0% | 0.13% | -65.0% |
Q2 2022 | $1,862,000 | -8.4% | 47,987 | -0.2% | 0.37% | +7.0% |
Q1 2022 | $2,033,000 | -1.0% | 48,061 | +0.7% | 0.34% | +2.4% |
Q4 2021 | $2,054,000 | +7.1% | 47,730 | -2.5% | 0.34% | -2.9% |
Q3 2021 | $1,918,000 | -0.6% | 48,935 | +0.8% | 0.35% | -0.9% |
Q2 2021 | $1,930,000 | +4.8% | 48,537 | +0.1% | 0.35% | -2.5% |
Q1 2021 | $1,841,000 | -2.7% | 48,479 | -10.2% | 0.36% | -8.9% |
Q4 2020 | $1,893,000 | -11.4% | 53,966 | -20.5% | 0.39% | -24.8% |
Q3 2020 | $2,136,000 | +2.7% | 67,906 | -1.0% | 0.52% | -7.3% |
Q2 2020 | $2,079,000 | +9.4% | 68,562 | -0.2% | 0.56% | -10.3% |
Q1 2020 | $1,901,000 | -13.4% | 68,672 | +12.8% | 0.63% | +7.0% |
Q4 2019 | $2,194,000 | +411.4% | 60,885 | +395.3% | 0.59% | +346.2% |
Q3 2019 | $429,000 | +99.5% | 12,292 | +92.8% | 0.13% | +88.6% |
Q2 2019 | $215,000 | – | 6,374 | – | 0.07% | – |
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% |