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 | $2,547 | -11.7% | 68,133 | -5.3% | 1.98% | -3.7% |
| Q2 2023 | $2,883 | -9.4% | 71,917 | -9.3% | 2.06% | -2.3% |
| Q1 2023 | $3,183 | -99.9% | 79,257 | -4.7% | 2.11% | -1.5% |
| Q4 2022 | $3,320,392 | +3.9% | 83,197 | -6.8% | 2.14% | -9.0% |
| Q3 2022 | $3,195,000 | -9.0% | 89,278 | -1.3% | 2.35% | -4.8% |
| Q2 2022 | $3,511,000 | -8.2% | 90,455 | 0.0% | 2.47% | -4.3% |
| Q1 2022 | $3,826,000 | -3.7% | 90,455 | -2.0% | 2.58% | -14.2% |
| Q4 2021 | $3,974,000 | +8.1% | 92,323 | -1.6% | 3.01% | +1.4% |
| Q3 2021 | $3,677,000 | -8.2% | 93,809 | -6.8% | 2.97% | -15.0% |
| Q2 2021 | $4,004,000 | -0.1% | 100,677 | -4.6% | 3.49% | -4.8% |
| Q1 2021 | $4,008,000 | +18.1% | 105,542 | +9.0% | 3.67% | +10.7% |
| Q4 2020 | $3,395,000 | – | 96,803 | – | 3.31% | – |
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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% |