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 | $3,965,104 | -7.9% | 106,047 | -1.2% | 2.10% | -7.5% |
| Q2 2023 | $4,303,560 | +1.6% | 107,347 | +1.8% | 2.27% | -10.9% |
| Q1 2023 | $4,233,719 | +100895.2% | 105,421 | +0.4% | 2.54% | -15.5% |
| Q4 2022 | $4,192 | -99.9% | 105,046 | -1.2% | 3.01% | +4.1% |
| Q3 2022 | $3,807,000 | +3.1% | 106,373 | +11.8% | 2.89% | +11.5% |
| Q2 2022 | $3,692,000 | -7.1% | 95,142 | +1.3% | 2.59% | +12.9% |
| Q1 2022 | $3,973,000 | -6.2% | 93,913 | -4.6% | 2.29% | +0.7% |
| Q4 2021 | $4,236,000 | +9.4% | 98,413 | -0.4% | 2.28% | +3.2% |
| Q3 2021 | $3,872,000 | -9.4% | 98,770 | -8.1% | 2.21% | -8.5% |
| Q2 2021 | $4,276,000 | +4.7% | 107,519 | +0.0% | 2.41% | -6.2% |
| Q1 2021 | $4,083,000 | +5.7% | 107,497 | -2.4% | 2.57% | +6.4% |
| Q4 2020 | $3,864,000 | +12.5% | 110,183 | +0.9% | 2.42% | -3.0% |
| Q3 2020 | $3,436,000 | -7.0% | 109,248 | -10.3% | 2.49% | -1.7% |
| Q2 2020 | $3,694,000 | -50.4% | 121,837 | -48.9% | 2.54% | -19.4% |
| Q1 2020 | $7,443,000 | +104.3% | 238,405 | +135.7% | 3.15% | +1.5% |
| Q4 2019 | $3,644,000 | – | 101,143 | – | 3.10% | – |
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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% |