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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $10,681 | +0.5% | 266 | +0.8% | 0.01% | 0.0% |
Q1 2023 | $10,629 | +1.2% | 264 | +0.4% | 0.01% | +37.5% |
Q4 2022 | $10,508 | +16.8% | 263 | +0.8% | 0.01% | +14.3% |
Q3 2022 | $9,000 | -10.0% | 261 | +0.4% | 0.01% | 0.0% |
Q2 2022 | $10,000 | -76.2% | 260 | -73.6% | 0.01% | -75.0% |
Q1 2022 | $42,000 | 0.0% | 986 | +0.1% | 0.03% | +7.7% |
Q4 2021 | $42,000 | +7.7% | 985 | +0.1% | 0.03% | +4.0% |
Q3 2021 | $39,000 | 0.0% | 984 | +0.4% | 0.02% | +4.2% |
Q2 2021 | $39,000 | +5.4% | 980 | +0.5% | 0.02% | 0.0% |
Q1 2021 | $37,000 | +8.8% | 975 | +0.4% | 0.02% | +4.3% |
Q4 2020 | $34,000 | – | 971 | – | 0.02% | – |
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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% |