FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,196,903 | -7.0% | 112,247 | -0.3% | 1.45% | -2.4% |
| Q2 2023 | $4,512,944 | +1.8% | 112,570 | +1.9% | 1.49% | +4.1% |
| Q1 2023 | $4,434,900 | -17.0% | 110,431 | -17.5% | 1.43% | -17.5% |
| Q4 2022 | $5,342,007 | +10.9% | 133,851 | -0.5% | 1.73% | +1.8% |
| Q3 2022 | $4,815,000 | -5.0% | 134,535 | +3.0% | 1.70% | +4.4% |
| Q2 2022 | $5,071,000 | -6.3% | 130,668 | +2.1% | 1.63% | +11.2% |
| Q1 2022 | $5,412,000 | -30.2% | 127,939 | -29.0% | 1.47% | -30.7% |
| Q4 2021 | $7,757,000 | +16.6% | 180,224 | +6.2% | 2.12% | +13.6% |
| Q3 2021 | $6,655,000 | +3.1% | 169,763 | +4.6% | 1.86% | -2.1% |
| Q2 2021 | $6,457,000 | +8.9% | 162,366 | +4.0% | 1.90% | +69.5% |
| Q1 2021 | $5,931,000 | +27.3% | 156,151 | +17.5% | 1.12% | +13925.0% |
| Q4 2020 | $4,660,000 | +28.9% | 132,885 | +11.4% | 0.01% | -98.5% |
| Q2 2020 | $3,616,000 | +42.5% | 119,276 | +30.1% | 0.52% | +26.3% |
| Q1 2020 | $2,538,000 | 0.0% | 91,700 | 0.0% | 0.41% | +13.4% |
| Q4 2019 | $2,538,000 | – | 91,700 | – | 0.36% | – |
Download | ||||||
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% |