FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,652 | -6.7% | 5,554 | +0.1% | 0.09% | +3.4% |
| Q2 2023 | $222,494 | +8.1% | 5,550 | +7.4% | 0.09% | -14.6% |
| Q1 2023 | $205,797 | -37.6% | 5,168 | -37.5% | 0.10% | -32.2% |
| Q4 2022 | $330,022 | +11.5% | 8,269 | +0.1% | 0.15% | +0.7% |
| Q3 2022 | $296,000 | -16.6% | 8,264 | -9.6% | 0.15% | -16.1% |
| Q2 2022 | $355,000 | -10.1% | 9,142 | -2.0% | 0.18% | +2.3% |
| Q1 2022 | $395,000 | +0.3% | 9,329 | +1.9% | 0.18% | +10.7% |
| Q4 2021 | $394,000 | +11.0% | 9,155 | +1.0% | 0.16% | -4.2% |
| Q3 2021 | $355,000 | -0.8% | 9,068 | +1.0% | 0.17% | +1.8% |
| Q2 2021 | $358,000 | +6.5% | 8,980 | +7.6% | 0.16% | -1.2% |
| Q1 2021 | $336,000 | -6.1% | 8,344 | -18.7% | 0.16% | -18.3% |
| Q4 2020 | $358,000 | +13.7% | 10,258 | +4.7% | 0.20% | +7.4% |
| Q3 2020 | $315,000 | – | 9,801 | – | 0.19% | – |
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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% |