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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,440 | -0.2% | 6,222 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $249,876 | +0.6% | 6,222 | 0.0% | 0.12% | -1.7% |
| Q4 2022 | $248,320 | -4.9% | 6,222 | -14.7% | 0.12% | -9.0% |
| Q3 2022 | $261,000 | -7.8% | 7,294 | 0.0% | 0.13% | -3.6% |
| Q2 2022 | $283,000 | -8.4% | 7,294 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $309,000 | -16.5% | 7,294 | -15.1% | 0.14% | -25.7% |
| Q4 2021 | $370,000 | +9.8% | 8,596 | 0.0% | 0.19% | 0.0% |
| Q3 2021 | $337,000 | -1.5% | 8,596 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $342,000 | +4.9% | 8,596 | 0.0% | 0.19% | -1.0% |
| Q1 2021 | $326,000 | +8.3% | 8,596 | 0.0% | 0.19% | +1.1% |
| Q4 2020 | $301,000 | +7.5% | 8,596 | -3.4% | 0.19% | -5.5% |
| Q3 2020 | $280,000 | +3.7% | 8,896 | 0.0% | 0.20% | -2.4% |
| Q2 2020 | $270,000 | +9.8% | 8,896 | 0.0% | 0.21% | -4.6% |
| Q1 2020 | $246,000 | -23.4% | 8,896 | 0.0% | 0.22% | +6.4% |
| Q4 2019 | $321,000 | +3.5% | 8,896 | 0.0% | 0.20% | -1.0% |
| Q3 2019 | $310,000 | +2.0% | 8,896 | 0.0% | 0.20% | +1.0% |
| Q2 2019 | $304,000 | +5.2% | 8,896 | 0.0% | 0.20% | +0.5% |
| Q1 2019 | $289,000 | +4.7% | 8,896 | -6.1% | 0.20% | -5.6% |
| Q4 2018 | $276,000 | -3.5% | 9,477 | 0.0% | 0.21% | +0.9% |
| Q3 2018 | $286,000 | -0.3% | 9,477 | 0.0% | 0.21% | 0.0% |
| Q2 2018 | $287,000 | +1.4% | 9,477 | 0.0% | 0.21% | -2.8% |
| Q1 2018 | $283,000 | -6.6% | 9,477 | -3.6% | 0.22% | -1.8% |
| Q4 2017 | $303,000 | – | 9,829 | – | 0.22% | – |
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% |