FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,138,606 | +1.8% | 217,668 | +9.2% | 2.23% | -66.4% |
Q2 2023 | $7,991,402 | -34.0% | 199,338 | -33.9% | 6.64% | +100.8% |
Q1 2023 | $12,114,878 | -4.5% | 301,667 | -5.1% | 3.31% | -45.4% |
Q4 2022 | $12,687,419 | +11.6% | 317,902 | +0.1% | 6.06% | +0.5% |
Q3 2022 | $11,366,000 | -24.8% | 317,562 | -18.5% | 6.03% | -20.7% |
Q2 2022 | $15,119,000 | -8.4% | 389,563 | -0.2% | 7.60% | +7.2% |
Q1 2022 | $16,504,000 | -8.3% | 390,166 | -7.2% | 7.09% | -4.5% |
Q4 2021 | $17,991,000 | +10.8% | 420,273 | -87.7% | 7.43% | +16.9% |
Q3 2021 | $16,242,000 | -14.3% | 3,425,841 | +619.2% | 6.35% | -37.8% |
Q2 2021 | $18,944,000 | -7.7% | 476,338 | -11.9% | 10.21% | +20.3% |
Q1 2021 | $20,533,000 | +11.5% | 540,613 | +3.0% | 8.49% | +7.6% |
Q4 2020 | $18,412,000 | – | 525,027 | – | 7.89% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |