FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,904 | -27.3% | 27,010 | -22.1% | 0.00% | -40.0% |
| Q2 2023 | $1,389,760 | +419.5% | 34,666 | +420.4% | 0.01% | +400.0% |
| Q1 2023 | $267,506 | -53.5% | 6,661 | -53.8% | 0.00% | -66.7% |
| Q4 2022 | $575,861 | -68.5% | 14,429 | -66.6% | 0.00% | -80.0% |
| Q1 2022 | $1,826,000 | -88.3% | 43,174 | -88.1% | 0.02% | -87.5% |
| Q4 2021 | $15,571,000 | -14.7% | 361,791 | -22.3% | 0.12% | -47.6% |
| Q3 2021 | $18,256,000 | +121.9% | 465,719 | +125.1% | 0.23% | +143.6% |
| Q2 2021 | $8,227,000 | +106.8% | 206,854 | +97.4% | 0.09% | +49.2% |
| Q1 2021 | $3,979,000 | +47.6% | 104,764 | +36.3% | 0.06% | +65.8% |
| Q4 2020 | $2,695,000 | +83.2% | 76,837 | +44.6% | 0.04% | -36.7% |
| Q1 2020 | $1,471,000 | +376.1% | 53,138 | +520.0% | 0.06% | +500.0% |
| Q4 2019 | $309,000 | – | 8,570 | – | 0.01% | – |
Download | ||||||
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% |