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 | $39,260 | -6.7% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $42,095 | -0.2% | 1,050 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $42,168 | +0.6% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $41,906 | -23.8% | 1,050 | -32.3% | 0.01% | -35.7% |
| Q3 2022 | $55,000 | -8.3% | 1,550 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $60,000 | -9.1% | 1,550 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $66,000 | -1.5% | 1,550 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $67,000 | +9.8% | 1,550 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $61,000 | -1.6% | 1,550 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $62,000 | +5.1% | 1,550 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $59,000 | +9.3% | 1,550 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $54,000 | +10.2% | 1,550 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $49,000 | -21.0% | 1,550 | -24.4% | 0.02% | -25.0% |
| Q2 2020 | $62,000 | +8.8% | 2,050 | 0.0% | 0.02% | -4.8% |
| Q1 2020 | $57,000 | -23.0% | 2,050 | 0.0% | 0.02% | -8.7% |
| Q4 2019 | $74,000 | +4.2% | 2,050 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $71,000 | – | 2,050 | – | 0.02% | – |
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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% |