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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |