FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,417 | +14.1% | 11,464 | +23.0% | 0.13% | -9.2% |
| Q2 2023 | $369,417 | -1.8% | 9,324 | 0.0% | 0.14% | -8.4% |
| Q1 2023 | $376,317 | -0.4% | 9,324 | 0.0% | 0.16% | -1.9% |
| Q4 2022 | $377,808 | +10.5% | 9,324 | 0.0% | 0.16% | -42.1% |
| Q3 2022 | $342,000 | -6.6% | 9,324 | 0.0% | 0.27% | -9.0% |
| Q2 2022 | $366,000 | -18.5% | 9,324 | -13.1% | 0.30% | -0.3% |
| Q1 2022 | $449,000 | -1.3% | 10,725 | 0.0% | 0.30% | +1.7% |
| Q4 2021 | $455,000 | – | 10,725 | – | 0.30% | – |
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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% |