FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,773 | $192,625,000 | 23.41% |
| Kowal Investment Group, LLC | 1,285,278 | $54,367,000 | 16.59% |
| Spectrum Wealth Advisory Group, LLC | 376,630 | $15,931,000 | 15.36% |
| Ten Capital Wealth Advisors, LLC | 675,647 | $28,580,000 | 11.93% |
| Kaydan Wealth Management, Inc. | 605,429 | $25,609,639 | 11.32% |
| Next Level Private LLC | 312,740 | $13,229,000 | 10.69% |
| UNIONVIEW, LLC | 264,038 | $11,169,000 | 10.44% |
| Fountainhead AM, LLC | 528,995 | $22,376,000 | 9.93% |
| Fortress Wealth Group, LLC | 296,052 | $12,523,000 | 9.68% |
| PCG Wealth Advisors, LLC | 351,534 | $14,870,000 | 9.45% |