FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,411,244 | -20.5% | 37,744 | -14.8% | 0.91% | -26.3% |
| Q2 2023 | $1,775,728 | +2.1% | 44,294 | +2.3% | 1.24% | +2.6% |
| Q1 2023 | $1,739,395 | -10.8% | 43,312 | -11.4% | 1.21% | -17.1% |
| Q4 2022 | $1,951,000 | +14.5% | 48,881 | +2.7% | 1.46% | -9.8% |
| Q3 2022 | $1,704,000 | -6.0% | 47,600 | +1.9% | 1.62% | -14.7% |
| Q2 2022 | $1,813,000 | -15.9% | 46,715 | -6.8% | 1.89% | -8.6% |
| Q4 2021 | $2,157,000 | +3.4% | 50,106 | +1.6% | 2.07% | -5.9% |
| Q1 2021 | $2,086,000 | – | 49,318 | – | 2.20% | – |
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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% |