FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,754 | -9.0% | 18,602 | -8.9% | 0.42% | -14.4% |
| Q1 2023 | $819,746 | -14.8% | 20,412 | -15.3% | 0.49% | -31.1% |
| Q4 2022 | $961,791 | +11.4% | 24,099 | 0.0% | 0.71% | +4.2% |
| Q3 2022 | $863,000 | -8.9% | 24,099 | -1.2% | 0.68% | -1.2% |
| Q2 2022 | $947,000 | -14.1% | 24,394 | -6.4% | 0.69% | -1.4% |
| Q1 2022 | $1,102,000 | -6.6% | 26,060 | -4.9% | 0.70% | -3.8% |
| Q4 2021 | $1,180,000 | -6.7% | 27,411 | -15.1% | 0.73% | -15.7% |
| Q3 2021 | $1,265,000 | -1.5% | 32,282 | 0.0% | 0.87% | -13.0% |
| Q2 2021 | $1,284,000 | +3.0% | 32,282 | -1.7% | 1.00% | -11.6% |
| Q1 2021 | $1,247,000 | -2.6% | 32,834 | -10.1% | 1.13% | -2.7% |
| Q4 2020 | $1,280,000 | +10.3% | 36,505 | -1.0% | 1.16% | -3.3% |
| Q3 2020 | $1,160,000 | +1.4% | 36,878 | -2.3% | 1.20% | -12.6% |
| Q2 2020 | $1,144,000 | -2.2% | 37,741 | -10.7% | 1.37% | -11.4% |
| Q1 2020 | $1,170,000 | -28.3% | 42,272 | +86169.4% | 1.55% | +23.8% |
| Q4 2019 | $1,632,000 | – | 49 | – | 1.25% | – |
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% |