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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $159,000 | -20.9% | 3,750 | -19.8% | 0.07% | -20.4% |
| Q4 2021 | $201,000 | +29.7% | 4,678 | +18.7% | 0.09% | +16.2% |
| Q3 2021 | $155,000 | +18.3% | 3,942 | +19.8% | 0.08% | +21.2% |
| Q2 2021 | $131,000 | -25.6% | 3,291 | -28.9% | 0.07% | -31.2% |
| Q1 2021 | $176,000 | +1855.6% | 4,630 | +1715.7% | 0.10% | +1820.0% |
| Q4 2020 | $9,000 | +12.5% | 255 | -4.5% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | -42.9% | 267 | -41.3% | 0.01% | -44.4% |
| Q2 2020 | $14,000 | +133.3% | 455 | +102.2% | 0.01% | +125.0% |
| Q1 2020 | $6,000 | -40.0% | 225 | -16.0% | 0.00% | -55.6% |
| Q4 2019 | $10,000 | – | 268 | – | 0.01% | – |
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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% |