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 | $333,684 | -6.8% | 8,924 | -0.1% | 0.26% | -11.7% |
| Q2 2023 | $358,157 | -0.7% | 8,934 | -0.5% | 0.30% | -25.0% |
| Q1 2023 | $360,711 | +11.6% | 8,982 | +10.9% | 0.40% | +0.3% |
| Q4 2022 | $323,175 | +42.4% | 8,098 | +27.9% | 0.40% | +30.0% |
| Q3 2022 | $227,000 | -2.2% | 6,331 | +5.9% | 0.31% | +13.7% |
| Q2 2022 | $232,000 | -19.7% | 5,977 | -12.6% | 0.27% | -0.4% |
| Q1 2022 | $289,000 | -1.7% | 6,839 | +0.2% | 0.27% | +3.8% |
| Q4 2021 | $294,000 | – | 6,826 | – | 0.26% | – |
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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% |