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 | $1,890,865 | -8.7% | 50,571 | -2.1% | 1.05% | -7.6% |
| Q2 2023 | $2,070,951 | +2.1% | 51,658 | +2.3% | 1.14% | +37.5% |
| Q1 2023 | $2,027,900 | +0.9% | 50,496 | +0.3% | 0.83% | -13.8% |
| Q4 2022 | $2,009,179 | +2.2% | 50,343 | -3.8% | 0.96% | -8.4% |
| Q3 2022 | $1,966,000 | -2.8% | 52,311 | +0.1% | 1.05% | -9.6% |
| Q2 2022 | $2,023,000 | -9.0% | 52,236 | +0.0% | 1.16% | +1.0% |
| Q1 2022 | $2,224,000 | -1.6% | 52,221 | -0.6% | 1.15% | +3.6% |
| Q4 2021 | $2,261,000 | +13.7% | 52,531 | +3.6% | 1.11% | -13.6% |
| Q3 2021 | $1,988,000 | -3.8% | 50,723 | -2.4% | 1.28% | -6.3% |
| Q2 2021 | $2,067,000 | +4.2% | 51,983 | -0.4% | 1.37% | -14.7% |
| Q1 2021 | $1,983,000 | +0.7% | 52,202 | -7.0% | 1.61% | -12.4% |
| Q4 2020 | $1,969,000 | – | 56,157 | – | 1.83% | – |
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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% |