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 | $1,035,022 | -11.2% | 27,682 | -4.8% | 0.31% | -9.6% |
| Q2 2023 | $1,165,415 | +0.4% | 29,070 | +0.6% | 0.34% | -5.7% |
| Q1 2023 | $1,160,953 | +1.5% | 28,908 | +0.9% | 0.37% | -15.9% |
| Q4 2022 | $1,143,393 | +4.1% | 28,649 | -6.6% | 0.44% | -3.5% |
| Q3 2022 | $1,098,000 | -3.9% | 30,672 | +4.2% | 0.45% | -7.6% |
| Q2 2022 | $1,142,000 | -11.5% | 29,430 | -3.5% | 0.49% | +9.2% |
| Q1 2022 | $1,291,000 | +3.2% | 30,510 | +4.9% | 0.45% | +1.6% |
| Q4 2021 | $1,251,000 | +9.2% | 29,072 | -0.6% | 0.44% | -4.3% |
| Q3 2021 | $1,146,000 | -6.0% | 29,244 | -4.6% | 0.46% | -11.0% |
| Q2 2021 | $1,219,000 | +31.1% | 30,650 | +25.2% | 0.52% | +14.4% |
| Q1 2021 | $930,000 | +129.1% | 24,490 | +111.4% | 0.45% | +85.2% |
| Q4 2020 | $406,000 | +10.6% | 11,587 | -0.6% | 0.24% | -10.0% |
| Q3 2020 | $367,000 | -32.3% | 11,657 | -34.7% | 0.27% | -29.4% |
| Q2 2020 | $542,000 | +32.5% | 17,860 | +20.9% | 0.38% | +28.0% |
| Q1 2020 | $409,000 | +10125.0% | 14,770 | +14523.8% | 0.30% | +9900.0% |
| Q4 2019 | $4,000 | – | 101 | – | 0.00% | – |
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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% |