FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,872 | -23.3% | 16,543 | -17.9% | 0.27% | -18.0% |
| Q2 2023 | $806,600 | +10723.9% | 20,145 | -89.1% | 0.33% | -92.3% |
| Q1 2023 | $7,452 | -99.9% | 185,573 | -1.9% | 4.25% | +7.0% |
| Q4 2022 | $7,709,376 | -3.3% | 189,244 | -10.4% | 3.98% | -7.7% |
| Q3 2022 | $7,974,000 | -2.9% | 211,289 | -0.5% | 4.31% | -6.1% |
| Q2 2022 | $8,212,000 | -8.6% | 212,311 | +0.5% | 4.58% | +1.9% |
| Q1 2022 | $8,982,000 | +4.1% | 211,350 | +5.3% | 4.50% | -34.3% |
| Q4 2021 | $8,627,000 | +5.4% | 200,724 | +1.4% | 6.84% | +5.4% |
| Q3 2021 | $8,183,000 | +3.2% | 197,905 | +0.4% | 6.50% | -3.5% |
| Q2 2021 | $7,928,000 | – | 197,083 | – | 6.74% | – |
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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% |