FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,537 | -9.4% | 13,547 | -2.9% | 0.14% | -4.7% |
| Q2 2023 | $559,152 | -1.0% | 13,947 | -0.8% | 0.15% | -5.7% |
| Q1 2023 | $564,665 | -0.2% | 14,060 | -0.9% | 0.16% | -6.0% |
| Q4 2022 | $566,059 | +5.4% | 14,183 | -5.5% | 0.17% | -6.2% |
| Q3 2022 | $537,000 | +9.8% | 15,001 | +19.0% | 0.18% | +11.2% |
| Q2 2022 | $489,000 | -10.6% | 12,601 | -2.6% | 0.16% | -7.0% |
| Q1 2022 | $547,000 | -3.5% | 12,935 | -1.8% | 0.17% | -5.5% |
| Q4 2021 | $567,000 | +9.0% | 13,166 | -0.6% | 0.18% | -1.6% |
| Q3 2021 | $520,000 | +2.8% | 13,251 | +4.3% | 0.18% | +1.6% |
| Q2 2021 | $506,000 | -1.6% | 12,701 | -6.0% | 0.18% | -7.1% |
| Q1 2021 | $514,000 | +3.2% | 13,510 | -4.8% | 0.20% | -3.4% |
| Q4 2020 | $498,000 | -0.4% | 14,193 | -10.6% | 0.20% | -12.1% |
| Q3 2020 | $500,000 | +3.7% | 15,868 | 0.0% | 0.23% | -1.3% |
| Q2 2020 | $482,000 | +16.4% | 15,868 | +6.2% | 0.23% | -15.2% |
| Q1 2020 | $414,000 | -3.0% | 14,944 | +26.4% | 0.28% | -1.1% |
| Q4 2019 | $427,000 | – | 11,826 | – | 0.28% | – |
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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% |