FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $7,262,144 | +10.1% | 181,963 | -1.2% | 4.53% | +2.0% |
Q3 2022 | $6,593,000 | +0.1% | 184,197 | +8.6% | 4.44% | +6.4% |
Q2 2022 | $6,585,000 | -7.5% | 169,676 | +0.8% | 4.18% | +14.3% |
Q1 2022 | $7,121,000 | -2.1% | 168,349 | -0.4% | 3.66% | +3.5% |
Q4 2021 | $7,275,000 | +23.2% | 169,018 | +12.2% | 3.53% | +17.8% |
Q3 2021 | $5,907,000 | +10.7% | 150,695 | +12.3% | 3.00% | +24.2% |
Q2 2021 | $5,336,000 | +112.8% | 134,178 | +103.3% | 2.41% | +91.1% |
Q1 2021 | $2,507,000 | +124.0% | 66,011 | +106.9% | 1.26% | +82.9% |
Q4 2020 | $1,119,000 | – | 31,898 | – | 0.69% | – |
Download |
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% |