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 | $200,359 | -5.7% | 5,358 | +1.2% | 0.10% | 0.0% |
| Q2 2023 | $212,366 | -0.2% | 5,297 | 0.0% | 0.10% | -3.8% |
| Q1 2023 | $212,737 | +1.2% | 5,297 | +0.5% | 0.10% | -7.1% |
| Q4 2022 | $210,305 | -99.9% | 5,269 | -1.9% | 0.11% | +0.9% |
| Q3 2022 | $200,710,000 | -0.2% | 5,373 | +3.7% | 0.11% | +15.5% |
| Q2 2022 | $201,123,000 | +91737.0% | 5,182 | 0.0% | 0.10% | -2.0% |
| Q1 2022 | $219,000 | -1.4% | 5,182 | +0.4% | 0.10% | +7.6% |
| Q4 2021 | $222,000 | +10.4% | 5,159 | +0.5% | 0.09% | +3.4% |
| Q3 2021 | $201,000 | -1.5% | 5,132 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $204,000 | +14.0% | 5,132 | 0.0% | 0.09% | -11.9% |
| Q4 2020 | $179,000 | – | 5,132 | – | 0.10% | – |
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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% |