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 | $5,551,176 | -11.2% | 148,467 | -4.7% | 0.07% | 0.0% |
| Q2 2023 | $6,248,737 | +6.7% | 155,868 | +6.9% | 0.07% | -6.9% |
| Q1 2023 | $5,855,728 | +18.4% | 145,810 | +17.6% | 0.07% | -58.4% |
| Q4 2022 | $4,946,445 | +51.1% | 123,940 | +35.5% | 0.17% | +33.1% |
| Q3 2022 | $3,273,000 | +59.0% | 91,446 | +72.4% | 0.13% | +56.6% |
| Q2 2022 | $2,059,000 | +338.1% | 53,047 | +377.0% | 0.08% | +388.2% |
| Q1 2022 | $470,000 | +48.3% | 11,121 | +50.9% | 0.02% | +54.5% |
| Q4 2021 | $317,000 | +240.9% | 7,370 | +141.2% | 0.01% | +120.0% |
| Q2 2020 | $93,000 | +78.8% | 3,056 | +62.7% | 0.01% | +25.0% |
| Q1 2020 | $52,000 | -29.7% | 1,878 | -8.4% | 0.00% | -33.3% |
| Q4 2019 | $74,000 | – | 2,050 | – | 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% |