FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,487,455 | +1.0% | 1,350,293 | +8.3% | 0.50% | -1.0% |
| Q2 2023 | $49,997,522 | -0.1% | 1,247,132 | +0.0% | 0.50% | -7.7% |
| Q1 2023 | $50,064,679 | -18.8% | 1,246,631 | -19.3% | 0.54% | -0.9% |
| Q4 2022 | $61,618,326 | -99.8% | 1,543,932 | -31.8% | 0.55% | +26.3% |
| Q3 2022 | $40,573,533,000 | +69087.3% | 2,265,048 | +49.9% | 0.43% | -28.0% |
| Q2 2022 | $58,643,000 | +23.6% | 1,511,018 | +34.7% | 0.60% | +22.1% |
| Q1 2022 | $47,451,000 | +0.5% | 1,121,771 | +2.3% | 0.49% | +3.3% |
| Q4 2021 | $47,199,000 | -5.1% | 1,096,631 | -13.6% | 0.48% | -3.8% |
| Q3 2021 | $49,729,000 | +1.9% | 1,268,586 | +3.3% | 0.50% | -10.3% |
| Q2 2021 | $48,824,000 | +14.7% | 1,227,649 | +9.6% | 0.55% | +2.6% |
| Q1 2021 | $42,555,000 | +6.6% | 1,120,454 | -2.2% | 0.54% | +16.6% |
| Q4 2020 | $39,935,000 | -99.9% | 1,146,227 | +7.4% | 0.46% | -27.1% |
| Q3 2020 | $34,014,000,000 | – | 1,067,082 | – | 0.64% | – |
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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% |