FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,548 | +51.6% | 94,898 | +62.6% | 0.74% | +46.2% |
Q2 2023 | $2,340 | +6.9% | 58,361 | +7.1% | 0.51% | -7.0% |
Q1 2023 | $2,188 | +5.6% | 54,480 | +4.9% | 0.54% | -0.2% |
Q4 2022 | $2,072 | -99.9% | 51,919 | +5.2% | 0.55% | +10.8% |
Q3 2022 | $1,766,000 | -10.2% | 49,344 | -2.6% | 0.49% | -3.0% |
Q2 2022 | $1,966,000 | -9.9% | 50,664 | -1.8% | 0.51% | -33.7% |
Q1 2022 | $2,183,000 | -6.5% | 51,596 | -4.9% | 0.77% | +41.6% |
Q4 2021 | $2,334,000 | +14.5% | 54,233 | +4.3% | 0.54% | +2.7% |
Q3 2021 | $2,038,000 | -2.0% | 51,986 | -0.6% | 0.53% | -3.7% |
Q2 2021 | $2,079,000 | +1.7% | 52,277 | -2.9% | 0.55% | +0.6% |
Q1 2021 | $2,045,000 | +5.7% | 53,851 | -2.4% | 0.54% | -7.5% |
Q4 2020 | $1,935,000 | +18.3% | 55,183 | +6.2% | 0.59% | -12.4% |
Q3 2020 | $1,635,000 | -71.7% | 51,967 | -72.7% | 0.67% | -75.0% |
Q2 2020 | $5,776,000 | +15.0% | 190,499 | +11.1% | 2.68% | -26.1% |
Q1 2020 | $5,021,000 | -7.1% | 171,532 | +13.6% | 3.63% | +15.1% |
Q4 2019 | $5,407,000 | +356.7% | 150,995 | +330.9% | 3.16% | +178.6% |
Q3 2019 | $1,184,000 | – | 35,043 | – | 1.13% | – |
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% |