FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,299 | -3.2% | 14,903 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $575,844 | -0.4% | 14,365 | -0.2% | 0.01% | -14.3% |
| Q1 2023 | $577,874 | -10.3% | 14,390 | -10.8% | 0.01% | 0.0% |
| Q4 2022 | $644,114 | +11.6% | 16,140 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $577,000 | -30.8% | 16,122 | -24.7% | 0.01% | -30.0% |
| Q2 2022 | $834,000 | +52.2% | 21,414 | +65.7% | 0.01% | +66.7% |
| Q1 2022 | $548,000 | +5.8% | 12,922 | +7.2% | 0.01% | +20.0% |
| Q4 2021 | $518,000 | -72.3% | 12,057 | -74.8% | 0.01% | -75.0% |
| Q3 2021 | $1,873,000 | +0.6% | 47,838 | +2.0% | 0.02% | +11.1% |
| Q2 2021 | $1,862,000 | +621.7% | 46,892 | +588.5% | 0.02% | +500.0% |
| Q1 2021 | $258,000 | -78.9% | 6,811 | -80.5% | 0.00% | -78.6% |
| Q4 2020 | $1,224,000 | +472.0% | 34,890 | +410.1% | 0.01% | +366.7% |
| Q3 2020 | $214,000 | +2.9% | 6,840 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $208,000 | -92.3% | 6,840 | -93.0% | 0.00% | -91.9% |
| Q1 2020 | $2,684,000 | +308.5% | 97,097 | +432.4% | 0.04% | +311.1% |
| Q4 2019 | $657,000 | +277.6% | 18,237 | +264.7% | 0.01% | +200.0% |
| Q3 2019 | $174,000 | +3.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $169,000 | +4.3% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $162,000 | +11.7% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $145,000 | -8.2% | 5,000 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $158,000 | +4.6% | 5,000 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $151,000 | +1.3% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $149,000 | -53.3% | 5,000 | -54.2% | 0.00% | -50.0% |
| Q2 2017 | $319,000 | +120.0% | 10,924 | +118.5% | 0.01% | +100.0% |
| Q1 2017 | $145,000 | +3.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $140,000 | +3.7% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $135,000 | 0.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $135,000 | +4.7% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $129,000 | +8.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $119,000 | +4.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $114,000 | -2.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $117,000 | -2.5% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $120,000 | -0.8% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $121,000 | +8.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $112,000 | -1.8% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $114,000 | +4.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $109,000 | +1.9% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $107,000 | +7.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $100,000 | +3.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $97,000 | – | 5,000 | – | 0.00% | – |
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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% |