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 | $500,166 | +41.0% | 13,377 | +51.1% | 0.13% | +30.1% |
| Q2 2023 | $354,837 | -7.2% | 8,851 | -7.0% | 0.10% | -9.6% |
| Q1 2023 | $382,243 | +86.9% | 9,518 | +87.0% | 0.11% | +72.7% |
| Q4 2022 | $204,505 | +10.6% | 5,091 | +6.7% | 0.07% | +10.0% |
| Q3 2022 | $184,981 | +102.7% | 4,770 | +102.8% | 0.06% | +106.9% |
| Q2 2022 | $91,281 | +13.2% | 2,352 | +23.3% | 0.03% | +16.0% |
| Q1 2022 | $80,666 | -6.3% | 1,907 | -4.9% | 0.02% | -10.7% |
| Q4 2021 | $86,075 | +11.5% | 2,005 | +7.0% | 0.03% | 0.0% |
| Q3 2021 | $77,190 | +4.0% | 1,874 | +0.4% | 0.03% | -17.6% |
| Q2 2021 | $74,251 | +36.2% | 1,867 | +30.1% | 0.03% | +17.2% |
| Q1 2021 | $54,501 | +7.3% | 1,435 | -0.9% | 0.03% | -6.5% |
| Q4 2020 | $50,781 | – | 1,448 | – | 0.03% | – |
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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% |