FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,302 | -5.3% | 23,629 | -5.3% | 0.22% | -0.5% |
| Q2 2023 | $1,000,221 | +10.3% | 24,949 | +10.5% | 0.22% | -0.5% |
| Q1 2023 | $906,549 | -0.2% | 22,573 | -0.8% | 0.22% | -0.5% |
| Q4 2022 | $908,514 | -2.2% | 22,764 | -12.3% | 0.22% | -9.4% |
| Q3 2022 | $929,000 | +7.0% | 25,944 | +17.5% | 0.24% | +14.6% |
| Q2 2022 | $868,000 | -10.8% | 22,087 | -4.0% | 0.21% | +9.8% |
| Q1 2022 | $973,000 | +5.3% | 23,004 | +7.2% | 0.19% | -4.4% |
| Q4 2021 | $924,000 | +3.8% | 21,457 | -5.5% | 0.20% | -3.3% |
| Q3 2021 | $890,000 | -4.3% | 22,706 | -2.9% | 0.21% | -5.0% |
| Q2 2021 | $930,000 | +16.8% | 23,376 | +11.5% | 0.22% | +5.7% |
| Q1 2021 | $796,000 | +290.2% | 20,958 | +260.4% | 0.21% | +260.3% |
| Q4 2020 | $204,000 | +871.4% | 5,815 | +887.3% | 0.06% | +866.7% |
| Q4 2019 | $21,000 | 0.0% | 589 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | +320.0% | 589 | +268.1% | 0.01% | +500.0% |
| Q2 2019 | $5,000 | – | 160 | – | 0.00% | – |
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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% |