FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,354 | +772.3% | 40 | 0.0% | 0.03% | +366.7% |
| Q4 2022 | $1,187 | -99.9% | 40 | -98.4% | 0.01% | -14.3% |
| Q1 2020 | $2,178,000 | +1685.2% | 2,453 | +1.2% | 0.01% | -91.7% |
| Q4 2019 | $122,000 | +47.0% | 2,424 | +1.5% | 0.08% | +18.3% |
| Q3 2019 | $83,000 | +2.5% | 2,389 | -0.0% | 0.07% | +7.6% |
| Q2 2019 | $81,000 | +2.5% | 2,390 | -0.7% | 0.07% | +3.1% |
| Q1 2019 | $79,000 | -55.9% | 2,407 | -59.2% | 0.06% | -65.8% |
| Q3 2018 | $179,000 | +68.9% | 5,902 | +73.7% | 0.19% | +88.9% |
| Q2 2018 | $106,000 | +12.8% | 3,398 | +6.8% | 0.10% | +3.1% |
| Q1 2018 | $94,000 | – | 3,183 | – | 0.10% | – |
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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% |