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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $963,387 | +10.1% | 24,139 | -1.2% | 0.80% | -1.4% |
| Q3 2022 | $875,000 | -8.1% | 24,442 | -0.4% | 0.81% | -1.1% |
| Q2 2022 | $952,000 | +22.1% | 24,528 | +33.1% | 0.82% | +27.2% |
| Q1 2022 | $780,000 | -3.8% | 18,431 | -2.1% | 0.65% | -2.0% |
| Q4 2021 | $811,000 | -43.2% | 18,833 | -48.3% | 0.66% | +4.4% |
| Q3 2021 | $1,428,000 | +87.4% | 36,442 | +90.2% | 0.63% | -7.7% |
| Q2 2021 | $762,000 | +3.7% | 19,163 | -1.0% | 0.68% | -5.5% |
| Q1 2021 | $735,000 | -38.0% | 19,349 | -42.8% | 0.72% | -41.8% |
| Q4 2020 | $1,186,000 | – | 33,812 | – | 1.24% | – |
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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% |