FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,839 | -6.7% | 6,388 | 0.0% | 0.15% | -12.4% |
| Q2 2023 | $256,086 | -0.2% | 6,388 | 0.0% | 0.17% | +2.4% |
| Q1 2023 | $256,533 | -5.0% | 6,388 | -5.6% | 0.16% | -4.1% |
| Q4 2022 | $270,102 | +11.2% | 6,768 | -0.1% | 0.17% | +1.8% |
| Q3 2022 | $243,000 | -11.3% | 6,777 | -3.8% | 0.17% | -15.9% |
| Q2 2022 | $274,000 | -8.1% | 7,047 | +0.1% | 0.20% | +4.7% |
| Q1 2022 | $298,000 | -5.1% | 7,037 | -3.4% | 0.19% | -16.9% |
| Q4 2021 | $314,000 | -1.3% | 7,287 | -10.2% | 0.23% | -5.7% |
| Q3 2021 | $318,000 | -1.2% | 8,116 | +0.4% | 0.24% | +0.4% |
| Q2 2021 | $322,000 | +2.2% | 8,085 | +0.5% | 0.24% | -2.0% |
| Q1 2021 | $315,000 | +12.1% | 8,048 | +0.4% | 0.25% | -2.4% |
| Q4 2020 | $281,000 | – | 8,012 | – | 0.26% | – |
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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% |