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 | $290,595 | -8.5% | 7,772 | -1.9% | 0.13% | -6.0% |
| Q2 2023 | $317,633 | -5.3% | 7,923 | -5.1% | 0.13% | -12.4% |
| Q1 2023 | $335,256 | +0.6% | 8,348 | 0.0% | 0.15% | -8.9% |
| Q4 2022 | $333,169 | +11.4% | 8,348 | 0.0% | 0.17% | +3.1% |
| Q3 2022 | $299,000 | -8.3% | 8,348 | -0.6% | 0.16% | -0.6% |
| Q2 2022 | $326,000 | -8.2% | 8,398 | 0.0% | 0.16% | +9.3% |
| Q1 2022 | $355,000 | -1.7% | 8,398 | 0.0% | 0.15% | +2.0% |
| Q4 2021 | $361,000 | +9.7% | 8,398 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $329,000 | -1.5% | 8,398 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $334,000 | 0.0% | 8,398 | -4.5% | 0.15% | +2.8% |
| Q1 2021 | $334,000 | +2.5% | 8,798 | -5.4% | 0.14% | -2.7% |
| Q4 2020 | $326,000 | +11.3% | 9,298 | 0.0% | 0.15% | +10.5% |
| Q3 2020 | $293,000 | +2.8% | 9,298 | -1.1% | 0.13% | -6.3% |
| Q2 2020 | $285,000 | +9.6% | 9,398 | 0.0% | 0.14% | -9.6% |
| Q1 2020 | $260,000 | -39.0% | 9,398 | -20.1% | 0.16% | -9.2% |
| Q4 2019 | $426,000 | -0.2% | 11,764 | -2.3% | 0.17% | -4.9% |
| Q3 2019 | $427,000 | +3.1% | 12,037 | -0.7% | 0.18% | -2.2% |
| Q2 2019 | $414,000 | +2.7% | 12,125 | -0.8% | 0.19% | -2.1% |
| Q1 2019 | $403,000 | – | 12,225 | – | 0.19% | – |
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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% |