FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,322 | +3.1% | 14,344 | +10.6% | 0.14% | +2.9% |
| Q2 2023 | $520,168 | -1.1% | 12,975 | -0.9% | 0.14% | -6.1% |
| Q1 2023 | $525,694 | +19.0% | 13,090 | +18.3% | 0.15% | +11.4% |
| Q4 2022 | $441,684 | +9.6% | 11,067 | -1.8% | 0.13% | +1.5% |
| Q3 2022 | $403,000 | -8.2% | 11,266 | -0.4% | 0.13% | -5.1% |
| Q2 2022 | $439,000 | -99.9% | 11,306 | -1.4% | 0.14% | -0.7% |
| Q1 2022 | $485,000,000 | +111651.2% | 11,468 | +3.5% | 0.14% | -35.5% |
| Q3 2021 | $434,000 | +35.2% | 11,079 | +37.8% | 0.21% | +81.4% |
| Q2 2021 | $321,000 | -21.5% | 8,041 | -25.2% | 0.12% | -25.8% |
| Q1 2021 | $409,000 | +14.9% | 10,757 | +6.0% | 0.16% | +3.2% |
| Q4 2020 | $356,000 | -8.7% | 10,146 | -18.2% | 0.15% | -26.3% |
| Q3 2020 | $390,000 | +9.9% | 12,410 | +6.1% | 0.21% | -33.2% |
| Q2 2020 | $355,000 | +12.0% | 11,699 | +2.0% | 0.31% | -7.7% |
| Q1 2020 | $317,000 | -35.4% | 11,464 | -16.0% | 0.34% | -28.3% |
| Q4 2019 | $491,000 | – | 13,640 | – | 0.47% | – |
Download | ||||||
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% |