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 | $1,918,967 | -20.5% | 51,323 | -14.7% | 0.87% | -20.3% |
| Q2 2023 | $2,412,299 | +1.9% | 60,172 | +2.1% | 1.09% | -9.6% |
| Q1 2023 | $2,366,447 | -4.3% | 58,925 | -4.9% | 1.21% | -8.7% |
| Q4 2022 | $2,471,810 | -2.7% | 61,935 | -12.8% | 1.32% | -4.3% |
| Q3 2022 | $2,541,000 | -6.2% | 70,997 | +1.7% | 1.38% | -3.3% |
| Q2 2022 | $2,708,000 | -6.0% | 69,781 | +2.4% | 1.43% | +14.7% |
| Q1 2022 | $2,882,000 | +36.9% | 68,133 | +39.3% | 1.25% | +37.0% |
| Q4 2021 | $2,105,000 | +250.8% | 48,916 | +219.3% | 0.91% | +224.2% |
| Q3 2021 | $600,000 | -2.6% | 15,318 | +0.1% | 0.28% | -21.9% |
| Q2 2021 | $616,000 | – | 15,308 | – | 0.36% | – |
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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% |