FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,994 | -7.7% | 15,619 | -1.0% | 0.30% | +3.1% |
| Q2 2023 | $632,500 | -2.4% | 15,777 | -2.2% | 0.29% | -11.3% |
| Q1 2023 | $648,102 | +4.0% | 16,138 | +3.3% | 0.33% | -5.8% |
| Q4 2022 | $623,354 | +11.5% | 15,619 | 0.0% | 0.35% | +12.0% |
| Q3 2022 | $559,000 | -7.9% | 15,619 | -0.1% | 0.31% | -28.3% |
| Q2 2022 | $607,000 | -8.2% | 15,633 | 0.0% | 0.43% | +25.7% |
| Q1 2022 | $661,000 | -1.8% | 15,633 | 0.0% | 0.34% | +3.3% |
| Q4 2021 | $673,000 | +9.8% | 15,633 | 0.0% | 0.33% | -0.3% |
| Q3 2021 | $613,000 | -3.3% | 15,633 | 0.0% | 0.33% | +1.8% |
| Q2 2021 | $634,000 | +6.7% | 15,633 | 0.0% | 0.33% | -4.1% |
| Q1 2021 | $594,000 | +8.4% | 15,633 | 0.0% | 0.34% | +6.2% |
| Q4 2020 | $548,000 | – | 15,633 | – | 0.32% | – |
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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% |