FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |