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 | $913 | -13.2% | 24,406 | -7.0% | 0.52% | -12.3% |
Q2 2023 | $1,052 | -8.6% | 26,237 | -9.0% | 0.59% | -24.1% |
Q4 2022 | $1,151 | -99.9% | 28,844 | -3.1% | 0.78% | -3.7% |
Q3 2022 | $1,066,000 | -8.7% | 29,781 | -1.1% | 0.81% | +4.4% |
Q2 2022 | $1,168,000 | -14.7% | 30,100 | -7.0% | 0.78% | +3.5% |
Q1 2022 | $1,369,000 | +4.9% | 32,365 | +6.8% | 0.75% | +9.1% |
Q4 2021 | $1,305,000 | – | 30,314 | – | 0.69% | – |
Download |
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% |