FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,783,533 | +9.4% | 48,400 | +19.0% | 0.09% | +12.5% |
| Q2 2023 | $1,630,275 | +2.9% | 40,665 | +3.3% | 0.08% | -4.8% |
| Q1 2023 | $1,583,950 | +22.6% | 39,372 | +21.7% | 0.08% | -5.6% |
| Q4 2022 | $1,291,665 | +0.7% | 32,364 | -2.2% | 0.09% | -8.2% |
| Q3 2022 | $1,283,000 | +132.0% | 33,092 | +132.3% | 0.10% | +120.5% |
| Q2 2022 | $553,000 | -26.2% | 14,248 | -23.2% | 0.04% | -25.4% |
| Q1 2022 | $749,000 | +15.9% | 18,558 | +12.6% | 0.06% | -7.8% |
| Q3 2021 | $646,000 | -16.6% | 16,480 | -15.5% | 0.06% | -19.0% |
| Q2 2021 | $775,000 | -51.3% | 19,498 | -53.4% | 0.08% | -57.5% |
| Q1 2021 | $1,590,000 | +11.7% | 41,872 | +3.2% | 0.19% | +4.5% |
| Q4 2020 | $1,423,000 | +12.9% | 40,571 | +1.3% | 0.18% | -3.3% |
| Q3 2020 | $1,260,000 | +2.7% | 40,051 | -1.0% | 0.18% | -6.1% |
| Q2 2020 | $1,227,000 | -5.6% | 40,461 | -13.9% | 0.20% | -20.3% |
| Q1 2020 | $1,300,000 | -8.4% | 46,981 | +19.3% | 0.25% | +13.4% |
| Q4 2019 | $1,419,000 | +33.5% | 39,392 | +29.3% | 0.22% | +24.0% |
| Q3 2019 | $1,063,000 | +544.2% | 30,473 | +522.0% | 0.18% | +446.9% |
| Q2 2019 | $165,000 | +146.3% | 4,899 | +136.8% | 0.03% | +100.0% |
| Q1 2019 | $67,000 | +71.8% | 2,069 | +55.1% | 0.02% | +60.0% |
| Q4 2018 | $39,000 | -7.1% | 1,334 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $42,000 | +5.0% | 1,334 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $40,000 | 0.0% | 1,334 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $40,000 | -33.3% | 1,334 | -31.6% | 0.01% | -31.2% |
| Q4 2017 | $60,000 | -23.1% | 1,949 | -25.7% | 0.02% | -50.0% |
| Q3 2017 | $78,000 | +36.8% | 2,623 | +34.8% | 0.03% | +18.5% |
| Q2 2017 | $57,000 | +1.8% | 1,946 | +0.2% | 0.03% | -12.9% |
| Q1 2017 | $56,000 | +24.4% | 1,943 | +21.7% | 0.03% | +3.3% |
| Q4 2016 | $45,000 | – | 1,597 | – | 0.03% | – |
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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% |