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 | $383,930 | -6.4% | 10,268 | +0.4% | 0.13% | -2.3% |
Q2 2023 | $410,219 | -1.9% | 10,232 | -1.8% | 0.13% | -7.0% |
Q1 2023 | $418,300 | -0.5% | 10,416 | -1.1% | 0.14% | -5.3% |
Q4 2022 | $420,483 | +12.1% | 10,536 | +0.5% | 0.15% | +5.6% |
Q3 2022 | $375,000 | -7.6% | 10,488 | +0.4% | 0.14% | +4.4% |
Q2 2022 | $406,000 | -3.1% | 10,450 | +5.5% | 0.14% | +21.4% |
Q1 2022 | $419,000 | -9.5% | 9,907 | -8.0% | 0.11% | +21.7% |
Q4 2021 | $463,000 | +5.2% | 10,766 | -4.0% | 0.09% | +12.2% |
Q3 2021 | $440,000 | -3.3% | 11,220 | -2.0% | 0.08% | +12.3% |
Q2 2021 | $455,000 | +4.8% | 11,450 | +0.3% | 0.07% | +12.3% |
Q1 2021 | $434,000 | +8.8% | 11,416 | +0.3% | 0.06% | -46.7% |
Q4 2020 | $399,000 | +11.8% | 11,383 | +0.4% | 0.12% | -13.5% |
Q3 2020 | $357,000 | +4.1% | 11,341 | +0.4% | 0.14% | -21.7% |
Q2 2020 | $343,000 | +10.3% | 11,299 | +0.5% | 0.18% | +7.8% |
Q1 2020 | $311,000 | -23.0% | 11,248 | +0.4% | 0.17% | -9.7% |
Q4 2019 | $404,000 | – | 11,200 | – | 0.18% | – |
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% |