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 | $801,458 | -8.5% | 21,850 | 0.0% | 0.20% | +14.9% |
| Q2 2023 | $875,967 | -0.2% | 21,850 | 0.0% | 0.17% | -7.0% |
| Q1 2023 | $877,496 | +0.6% | 21,850 | 0.0% | 0.19% | -5.1% |
| Q4 2022 | $872,034 | +174.2% | 21,850 | +146.0% | 0.20% | +146.2% |
| Q3 2022 | $318,000 | -7.8% | 8,883 | +0.1% | 0.08% | -7.0% |
| Q2 2022 | $345,000 | -8.0% | 8,878 | +0.1% | 0.09% | +3.6% |
| Q1 2022 | $375,000 | -1.8% | 8,873 | +0.0% | 0.08% | 0.0% |
| Q4 2021 | $382,000 | +10.1% | 8,869 | +0.1% | 0.08% | +2.5% |
| Q3 2021 | $347,000 | -1.4% | 8,864 | +0.1% | 0.08% | +5.2% |
| Q2 2021 | $352,000 | +46.7% | 8,859 | +40.0% | 0.08% | +32.8% |
| Q1 2021 | $240,000 | +61.1% | 6,329 | +49.4% | 0.06% | +45.0% |
| Q4 2020 | $149,000 | +380.6% | 4,235 | +326.1% | 0.04% | +300.0% |
| Q3 2020 | $31,000 | +3.3% | 994 | +0.6% | 0.01% | -16.7% |
| Q2 2020 | $30,000 | – | 988 | – | 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% |