FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,156,957 | +1.7% | 28,859 | +1.9% | 2.48% | -7.9% |
| Q1 2023 | $1,137,893 | +4.6% | 28,334 | +3.9% | 2.69% | -14.3% |
| Q4 2022 | $1,088,266 | +28.5% | 27,268 | +15.3% | 3.14% | +21.3% |
| Q3 2022 | $847,000 | -11.2% | 23,657 | -3.7% | 2.59% | +4.5% |
| Q2 2022 | $954,000 | -9.3% | 24,576 | -1.2% | 2.48% | +9.5% |
| Q1 2022 | $1,052,000 | -14.3% | 24,874 | -20.5% | 2.26% | -2.1% |
| Q3 2021 | $1,227,000 | -2.2% | 31,290 | -0.8% | 2.31% | +1.2% |
| Q2 2021 | $1,254,000 | +8.4% | 31,527 | +3.5% | 2.28% | +2.7% |
| Q1 2021 | $1,157,000 | +9.8% | 30,453 | +1.3% | 2.22% | +5.0% |
| Q4 2020 | $1,054,000 | – | 30,051 | – | 2.12% | – |
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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% |