FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,831,826 | +6.3% | 209,463 | +14.0% | 5.20% | +1.5% |
Q2 2023 | $7,368,750 | +5.2% | 183,805 | +5.4% | 5.12% | -6.6% |
Q1 2023 | $7,004,670 | +1543.6% | 174,419 | +1533.3% | 5.48% | +1335.1% |
Q4 2022 | $426,189 | +11.9% | 10,679 | +0.4% | 0.38% | +1.3% |
Q3 2022 | $381,000 | -7.5% | 10,640 | +0.2% | 0.38% | -3.1% |
Q2 2022 | $412,000 | -8.0% | 10,623 | +0.3% | 0.39% | +36.5% |
Q1 2022 | $448,000 | -1.3% | 10,591 | +0.4% | 0.28% | +8.4% |
Q4 2021 | $454,000 | +14.1% | 10,552 | +4.0% | 0.26% | +7.3% |
Q3 2021 | $398,000 | +0.3% | 10,142 | +1.6% | 0.24% | +3.4% |
Q2 2021 | $397,000 | +8.2% | 9,987 | +3.4% | 0.24% | -2.1% |
Q1 2021 | $367,000 | +22.7% | 9,659 | +13.2% | 0.24% | +17.5% |
Q4 2020 | $299,000 | -10.7% | 8,533 | -20.0% | 0.21% | -23.4% |
Q3 2020 | $335,000 | +5.3% | 10,662 | +1.5% | 0.27% | -1.8% |
Q2 2020 | $318,000 | +50.7% | 10,502 | +37.8% | 0.27% | +25.1% |
Q1 2020 | $211,000 | -15.3% | 7,621 | +10.3% | 0.22% | +47.0% |
Q4 2019 | $249,000 | +22.1% | 6,907 | +18.5% | 0.15% | -17.7% |
Q3 2019 | $204,000 | +87.2% | 5,830 | +60.0% | 0.18% | +98.9% |
Q1 2018 | $109,000 | +32.9% | 3,643 | +36.9% | 0.09% | +35.8% |
Q4 2017 | $82,000 | – | 2,662 | – | 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% |