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 | $7,081,068 | -7.5% | 189,384 | -0.8% | 6.50% | -1.8% |
| Q2 2023 | $7,651,537 | -3.9% | 190,859 | -3.7% | 6.62% | -13.0% |
| Q1 2023 | $7,961,158 | -1.3% | 198,236 | -1.9% | 7.60% | -8.6% |
| Q4 2022 | $8,064,015 | +24.5% | 202,055 | +11.6% | 8.32% | -6.0% |
| Q3 2022 | $6,478,000 | -9.0% | 181,008 | -1.3% | 8.85% | -3.7% |
| Q2 2022 | $7,119,000 | -7.3% | 183,439 | +1.0% | 9.19% | -1.1% |
| Q1 2022 | $7,679,000 | -1.0% | 181,534 | +0.7% | 9.29% | +4.2% |
| Q4 2021 | $7,756,000 | – | 180,202 | – | 8.92% | – |
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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% |