FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,113 | -98.2% | 6,930 | -98.1% | 0.04% | -97.7% |
| Q2 2023 | $14,257,207 | +0.9% | 355,630 | +1.1% | 1.96% | -14.0% |
| Q1 2023 | $14,129,493 | +0.6% | 351,830 | 0.0% | 2.28% | -7.6% |
| Q4 2022 | $14,041,535 | +11.5% | 351,830 | 0.0% | 2.46% | +1.6% |
| Q3 2022 | $12,592,000 | -7.8% | 351,830 | 0.0% | 2.43% | -7.0% |
| Q2 2022 | $13,655,000 | -8.2% | 351,830 | 0.0% | 2.61% | +5.8% |
| Q1 2022 | $14,882,000 | -0.8% | 351,830 | +0.9% | 2.47% | -7.9% |
| Q4 2021 | $15,008,000 | +9.8% | 348,700 | 0.0% | 2.68% | -0.7% |
| Q3 2021 | $13,669,000 | -1.4% | 348,700 | 0.0% | 2.70% | +34.9% |
| Q2 2021 | $13,868,000 | – | 348,700 | – | 2.00% | – |
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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% |