FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,514 | -12.6% | 9,642 | -6.3% | 0.23% | -8.0% |
| Q2 2023 | $412,606 | +3.4% | 10,292 | +3.5% | 0.25% | -2.7% |
| Q1 2023 | $399,190 | +0.6% | 9,940 | 0.0% | 0.26% | -2.3% |
| Q4 2022 | $396,705 | +11.4% | 9,940 | 0.0% | 0.26% | +6.0% |
| Q3 2022 | $356,000 | -7.8% | 9,940 | 0.0% | 0.25% | -5.0% |
| Q2 2022 | $386,000 | -7.0% | 9,940 | +1.3% | 0.26% | +12.9% |
| Q1 2022 | $415,000 | +12.8% | 9,815 | +10.7% | 0.23% | +20.2% |
| Q4 2021 | $368,000 | -2.9% | 8,863 | -2.6% | 0.19% | +4.3% |
| Q3 2021 | $379,000 | +4.4% | 9,103 | +1.2% | 0.18% | -4.1% |
| Q2 2021 | $363,000 | 0.0% | 8,993 | -4.3% | 0.19% | -9.0% |
| Q1 2021 | $363,000 | -11.9% | 9,393 | -20.0% | 0.21% | -18.8% |
| Q4 2020 | $412,000 | -18.1% | 11,746 | -23.4% | 0.26% | -27.9% |
| Q3 2020 | $503,000 | -44.4% | 15,326 | -48.3% | 0.36% | -53.0% |
| Q2 2020 | $905,000 | +10.6% | 29,621 | +6.0% | 0.77% | -5.4% |
| Q1 2020 | $818,000 | +22.6% | 27,938 | +50.8% | 0.82% | +35.2% |
| Q4 2019 | $667,000 | – | 18,522 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
| Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
| Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
| Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
| UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
| Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
| Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
| PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
| Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |