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 | $10,001,764 | -19.3% | 267,498 | -13.5% | 1.75% | -18.3% |
Q2 2023 | $12,393,081 | +18.9% | 309,131 | +19.1% | 2.15% | +8.5% |
Q1 2023 | $10,422,492 | +1.8% | 259,524 | +1.2% | 1.98% | -12.0% |
Q4 2022 | $10,233,591 | +58.1% | 256,417 | +41.8% | 2.25% | +57.6% |
Q3 2022 | $6,473,000 | -2.6% | 180,853 | +5.6% | 1.43% | +2.6% |
Q2 2022 | $6,644,000 | +9.7% | 171,191 | +19.5% | 1.39% | +46.4% |
Q1 2022 | $6,059,000 | -31.4% | 143,238 | -30.2% | 0.95% | -28.5% |
Q4 2021 | $8,835,000 | -7.6% | 205,273 | -15.9% | 1.33% | -13.5% |
Q3 2021 | $9,563,000 | -6.3% | 243,943 | -4.9% | 1.54% | -2.8% |
Q2 2021 | $10,207,000 | +336.9% | 256,639 | +330.0% | 1.58% | -66.3% |
Q1 2021 | $2,336,000 | -77.3% | 59,678 | -79.6% | 4.69% | +136.7% |
Q4 2020 | $10,271,000 | +33.9% | 292,896 | +15.8% | 1.98% | -0.4% |
Q2 2020 | $7,671,000 | -4.6% | 253,016 | -9.1% | 1.99% | -35.0% |
Q1 2020 | $8,044,000 | -31.1% | 278,267 | -13.7% | 3.06% | -33.3% |
Q4 2019 | $11,668,000 | +1000.8% | 322,554 | +973.1% | 4.58% | +793.6% |
Q3 2019 | $1,060,000 | +3.6% | 30,057 | -0.9% | 0.51% | +17.1% |
Q2 2019 | $1,023,000 | – | 30,322 | – | 0.44% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 5,103,486 | $203,680,143 | 26.96% |
Spectrum Wealth Advisory Group, LLC | 261,318 | $10,429,175 | 14.52% |
Ten Capital Wealth Advisors, LLC | 870,089 | $34,725,236 | 13.93% |
UNIONVIEW, LLC | 335,310 | $13,382,209 | 13.38% |
Next Level Private LLC | 377,899 | $15,365,393 | 11.31% |
BELLEVUE ASSET MANAGEMENT, LLC | 328,141 | $13,010,791 | 10.06% |
Fortress Wealth Group, LLC | 354,722 | $14,156,957 | 9.89% |
Kaye Capital Management | 416,100 | $16,606,570 | 8.68% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 202,055 | $8,064,015 | 8.32% |
New England Private Wealth Advisors LLC | 901,790 | $35,990,382 | 7.63% |