FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,626,077 | -14.1% | 230,703 | -7.9% | 5.66% | -9.3% |
| Q2 2023 | $10,045,312 | -6.8% | 250,568 | -6.6% | 6.24% | -8.4% |
| Q1 2023 | $10,776,831 | -9.1% | 268,347 | -9.6% | 6.81% | -9.2% |
| Q4 2022 | $11,850,104 | -44.9% | 296,920 | -50.5% | 7.50% | -2.1% |
| Q3 2022 | $21,495,000 | +50.1% | 600,230 | +62.7% | 7.66% | -25.0% |
| Q2 2022 | $14,320,000 | -3.7% | 368,966 | +5.0% | 10.22% | +8.2% |
| Q1 2022 | $14,870,000 | +31.8% | 351,534 | +34.0% | 9.45% | +20.4% |
| Q4 2021 | $11,283,000 | – | 262,242 | – | 7.84% | – |
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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% |