FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,944,257 | -4.6% | 158,980 | +2.2% | 3.28% | -8.2% |
| Q2 2023 | $6,234,070 | +9.3% | 155,502 | +9.5% | 3.58% | -1.2% |
| Q1 2023 | $5,701,126 | +11.4% | 141,960 | +10.7% | 3.62% | -1.2% |
| Q4 2022 | $5,119,639 | +22.4% | 128,280 | +9.8% | 3.67% | +22.9% |
| Q3 2022 | $4,183,000 | -8.9% | 116,871 | -1.2% | 2.98% | +14.3% |
| Q2 2022 | $4,590,000 | -3.4% | 118,257 | +5.3% | 2.61% | +15.0% |
| Q1 2022 | $4,750,000 | +0.8% | 112,291 | +2.6% | 2.27% | +4.3% |
| Q4 2021 | $4,711,000 | +21.9% | 109,448 | +11.0% | 2.18% | +8.3% |
| Q3 2021 | $3,864,000 | +3.1% | 98,562 | +4.6% | 2.01% | -0.3% |
| Q2 2021 | $3,749,000 | +19.7% | 94,262 | +14.3% | 2.01% | +12.3% |
| Q1 2021 | $3,133,000 | +25.3% | 82,482 | +15.7% | 1.79% | +10.3% |
| Q4 2020 | $2,501,000 | +7.5% | 71,317 | -3.6% | 1.63% | -19.6% |
| Q3 2020 | $2,327,000 | +1.7% | 73,978 | -2.0% | 2.02% | -18.8% |
| Q2 2020 | $2,288,000 | +9.8% | 75,491 | +0.2% | 2.49% | -6.1% |
| Q1 2020 | $2,084,000 | -53.4% | 75,316 | -39.3% | 2.65% | -30.8% |
| Q4 2019 | $4,472,000 | – | 124,141 | – | 3.83% | – |
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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% |