FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,197,023 | -3.5% | 85,505 | +3.5% | 0.69% | +0.1% |
| Q2 2023 | $3,312,226 | +3.4% | 82,620 | +3.6% | 0.69% | -1.6% |
| Q1 2023 | $3,203,508 | +6.1% | 79,769 | +5.5% | 0.70% | +2.3% |
| Q4 2022 | $3,018,147 | +31.3% | 75,624 | +17.8% | 0.69% | +17.0% |
| Q3 2022 | $2,298,000 | +20.1% | 64,218 | +30.3% | 0.59% | +26.2% |
| Q2 2022 | $1,913,000 | -36.0% | 49,280 | -30.2% | 0.47% | -29.5% |
| Q1 2022 | $2,987,000 | -11.5% | 70,613 | -10.0% | 0.66% | -12.3% |
| Q4 2021 | $3,377,000 | +11.5% | 78,454 | +1.5% | 0.75% | -2.8% |
| Q3 2021 | $3,029,000 | +2.3% | 77,258 | +3.8% | 0.78% | -26.0% |
| Q2 2021 | $2,960,000 | -0.8% | 74,419 | -5.3% | 1.05% | -9.2% |
| Q1 2021 | $2,985,000 | +13.2% | 78,593 | +4.5% | 1.16% | +6.5% |
| Q4 2020 | $2,637,000 | +153.1% | 75,197 | +127.0% | 1.08% | +122.3% |
| Q3 2020 | $1,042,000 | +0.2% | 33,132 | -3.4% | 0.49% | -7.4% |
| Q2 2020 | $1,040,000 | – | 34,295 | – | 0.53% | – |
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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% |