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 | $348,881 | -6.0% | 9,576 | +5.9% | 0.11% | +3.6% |
| Q2 2023 | $371,347 | +4.0% | 9,044 | +1.7% | 0.11% | -6.0% |
| Q1 2023 | $357,183 | -0.9% | 8,894 | 0.0% | 0.12% | -5.6% |
| Q4 2022 | $360,385 | +6.9% | 8,894 | +1.4% | 0.12% | -3.1% |
| Q3 2022 | $337,000 | +18.7% | 8,774 | +20.0% | 0.13% | +11.3% |
| Q2 2022 | $284,000 | -8.4% | 7,309 | +0.4% | 0.12% | +4.5% |
| Q1 2022 | $310,000 | +11.1% | 7,279 | +12.2% | 0.11% | 0.0% |
| Q4 2021 | $279,000 | +13.4% | 6,489 | +3.5% | 0.11% | -7.6% |
| Q3 2021 | $246,000 | +3.8% | 6,269 | +5.1% | 0.12% | +6.2% |
| Q2 2021 | $237,000 | +8.7% | 5,964 | +4.4% | 0.11% | +1.8% |
| Q1 2021 | $218,000 | +9.0% | 5,714 | 0.0% | 0.11% | -22.5% |
| Q4 2020 | $200,000 | – | 5,714 | – | 0.14% | – |
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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% |