FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,571 | -11.5% | 9,697 | -5.1% | 0.40% | -9.8% |
| Q2 2023 | $409,800 | -3.2% | 10,222 | -3.1% | 0.44% | +9.5% |
| Q1 2023 | $423,527 | -29.1% | 10,546 | -29.5% | 0.40% | -29.7% |
| Q4 2022 | $597,094 | -12.3% | 14,961 | -21.3% | 0.57% | -31.4% |
| Q3 2022 | $681,000 | -14.7% | 19,018 | -7.5% | 0.83% | -9.2% |
| Q2 2022 | $798,000 | +74.2% | 20,568 | +89.9% | 0.91% | +99.1% |
| Q1 2022 | $458,000 | – | 10,833 | – | 0.46% | – |
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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% |