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 | $571,057 | -9.1% | 15,273 | -2.6% | 0.29% | -6.2% |
| Q2 2023 | $628,531 | -0.2% | 15,678 | 0.0% | 0.31% | -5.0% |
| Q1 2023 | $629,628 | +0.6% | 15,678 | 0.0% | 0.32% | -0.6% |
| Q4 2022 | $625,709 | +11.5% | 15,678 | 0.0% | 0.32% | +1.9% |
| Q3 2022 | $561,000 | -8.9% | 15,678 | -0.0% | 0.32% | -4.2% |
| Q2 2022 | $616,000 | -7.1% | 15,679 | 0.0% | 0.33% | +3.7% |
| Q1 2022 | $663,000 | -1.8% | 15,679 | 0.0% | 0.32% | 0.0% |
| Q4 2021 | $675,000 | +9.8% | 15,679 | 0.0% | 0.32% | -3.9% |
| Q3 2021 | $615,000 | -1.4% | 15,679 | 0.0% | 0.33% | +2.1% |
| Q2 2021 | $624,000 | +4.9% | 15,679 | 0.0% | 0.33% | -2.4% |
| Q1 2021 | $595,000 | +8.2% | 15,679 | 0.0% | 0.34% | -1.5% |
| Q4 2020 | $550,000 | – | 15,679 | – | 0.34% | – |
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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% |