FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $595,088 | -6.7% | 15,916 | +0.0% | 0.24% | -7.5% |
Q2 2023 | $637,911 | -0.2% | 15,911 | +0.0% | 0.25% | -7.3% |
Q1 2023 | $638,909 | +0.7% | 15,909 | +0.0% | 0.27% | -7.7% |
Q4 2022 | $634,698 | -30.8% | 15,903 | -36.1% | 0.30% | -42.8% |
Q3 2022 | $917,000 | -7.6% | 24,880 | -2.7% | 0.52% | -8.5% |
Q2 2022 | $992,000 | -7.6% | 25,580 | +0.7% | 0.57% | +6.4% |
Q1 2022 | $1,074,000 | -0.6% | 25,403 | +1.2% | 0.53% | +1.1% |
Q4 2021 | $1,080,000 | +22.2% | 25,109 | +11.2% | 0.53% | +2.5% |
Q3 2021 | $884,000 | -1.4% | 22,575 | +0.0% | 0.51% | -4.5% |
Q2 2021 | $897,000 | -90.2% | 22,572 | -90.6% | 0.54% | -90.7% |
Q1 2021 | $9,122,000 | +6.6% | 240,180 | -1.6% | 5.80% | +75.8% |
Q4 2020 | $8,561,000 | -0.4% | 244,115 | -10.6% | 3.30% | -14.5% |
Q3 2020 | $8,594,000 | +33.8% | 273,174 | +29.0% | 3.86% | +12.2% |
Q2 2020 | $6,421,000 | +1598.7% | 211,784 | +1449.8% | 3.44% | +1209.9% |
Q1 2020 | $378,000 | – | 13,665 | – | 0.26% | – |
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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% |