FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $428,000 | -2.1% | 10,907 | -0.8% | 0.37% | -2.7% |
Q2 2021 | $437,000 | +4.8% | 11,000 | +0.1% | 0.38% | +1.3% |
Q1 2021 | $417,000 | -23.6% | 10,991 | -29.4% | 0.37% | -27.8% |
Q4 2020 | $546,000 | +5.6% | 15,559 | -5.3% | 0.52% | +6.4% |
Q3 2020 | $517,000 | -7.3% | 16,428 | -9.5% | 0.48% | -13.9% |
Q2 2020 | $558,000 | +49.6% | 18,159 | +34.8% | 0.56% | +52.3% |
Q1 2020 | $373,000 | – | 13,469 | – | 0.37% | – |
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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% |