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 | $3,340,869 | -9.6% | 89,352 | -3.1% | 4.12% | +1.3% |
| Q2 2023 | $3,695,282 | -2.9% | 92,175 | -2.7% | 4.06% | -7.6% |
| Q1 2023 | $3,805,307 | -0.1% | 94,754 | -0.7% | 4.40% | +6.3% |
| Q4 2022 | $3,808,076 | +11.7% | 95,417 | +0.1% | 4.14% | -5.9% |
| Q3 2022 | $3,410,000 | -9.4% | 95,287 | -1.7% | 4.39% | +0.7% |
| Q2 2022 | $3,762,000 | -9.1% | 96,921 | -0.9% | 4.36% | +10.8% |
| Q1 2022 | $4,137,000 | -0.4% | 97,808 | +1.4% | 3.94% | +5.8% |
| Q4 2021 | $4,153,000 | – | 96,488 | – | 3.72% | – |
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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% |