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 | $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% | – |
Download |
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% |