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 | $410,393 | -6.7% | 10,976 | 0.0% | 0.14% | -8.3% |
| Q2 2023 | $440,028 | +3.7% | 10,976 | +3.9% | 0.16% | 0.0% |
| Q1 2023 | $424,331 | -1.9% | 10,566 | -2.5% | 0.16% | -6.5% |
| Q4 2022 | $432,624 | -99.9% | 10,840 | -0.7% | 0.17% | +1.8% |
| Q3 2022 | $390,863,000 | -8.3% | 10,921 | -0.5% | 0.16% | -4.1% |
| Q2 2022 | $426,017,000 | -10.6% | 10,977 | -2.4% | 0.17% | +1.8% |
| Q1 2022 | $476,381,000 | -1.6% | 11,246 | 0.0% | 0.17% | +3.0% |
| Q4 2021 | $484,028,000 | +9.8% | 11,246 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $440,843,000 | -1.4% | 11,246 | 0.0% | 0.16% | -6.2% |
| Q2 2021 | $447,253,000 | +4.7% | 11,246 | 0.0% | 0.18% | 0.0% |
| Q1 2021 | $427,123,000 | +8.3% | 11,246 | 0.0% | 0.18% | -5.9% |
| Q4 2020 | $394,397,000 | +11.5% | 11,246 | 0.0% | 0.19% | +1.6% |
| Q3 2020 | $353,799,000 | -13.6% | 11,246 | -16.7% | 0.18% | -20.3% |
| Q2 2020 | $409,502,000 | +101513.4% | 13,506 | -7.3% | 0.23% | -14.8% |
| Q1 2020 | $403,000 | -66.6% | 14,572 | -56.4% | 0.27% | -57.4% |
| Q4 2019 | $1,205,000 | +4.7% | 33,457 | +1.3% | 0.64% | -8.6% |
| Q3 2019 | $1,151,000 | +8.3% | 33,013 | +4.8% | 0.70% | +2.8% |
| Q2 2019 | $1,063,000 | – | 31,500 | – | 0.68% | – |
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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% |