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 | $16,578,999 | -11.5% | 443,399 | -5.1% | 2.99% | -9.2% |
| Q2 2023 | $18,727,905 | -2.9% | 467,152 | -2.7% | 3.30% | -8.0% |
| Q1 2023 | $19,284,354 | +24.1% | 480,193 | +23.3% | 3.58% | -43.3% |
| Q4 2022 | $15,543,144 | +16.6% | 389,465 | +4.6% | 6.32% | +4.5% |
| Q3 2022 | $13,327,000 | +8.2% | 372,369 | +17.4% | 6.05% | +25.7% |
| Q2 2022 | $12,312,000 | -2.5% | 317,230 | +6.2% | 4.81% | +20.5% |
| Q1 2022 | $12,623,000 | -2.7% | 298,714 | -0.9% | 3.99% | -1.6% |
| Q4 2021 | $12,977,000 | +16.8% | 301,468 | +6.6% | 4.06% | +3.2% |
| Q3 2021 | $11,107,000 | +0.0% | 282,729 | +1.3% | 3.93% | -3.0% |
| Q2 2021 | $11,104,000 | -1.1% | 279,187 | -5.6% | 4.05% | -8.7% |
| Q1 2021 | $11,231,000 | +7.8% | 295,695 | -0.5% | 4.43% | -0.6% |
| Q4 2020 | $10,418,000 | +15.7% | 297,049 | +3.7% | 4.46% | -1.2% |
| Q3 2020 | $9,004,000 | +14.2% | 286,431 | +10.2% | 4.51% | -15.4% |
| Q2 2020 | $7,883,000 | +34.3% | 260,006 | +22.6% | 5.34% | +2.2% |
| Q1 2020 | $5,871,000 | +18.7% | 212,091 | +54.5% | 5.22% | +33.8% |
| Q4 2019 | $4,947,000 | – | 137,311 | – | 3.90% | – |
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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% |