FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,758,013 | -10.1% | 153,999 | -3.6% | 3.53% | -5.3% |
| Q2 2023 | $6,405,437 | +0.7% | 159,776 | +0.9% | 3.73% | -6.1% |
| Q1 2023 | $6,358,090 | +7.0% | 158,319 | +6.3% | 3.97% | -1.1% |
| Q4 2022 | $5,942,272 | +17.9% | 148,892 | +5.8% | 4.01% | -12.0% |
| Q3 2022 | $5,039,000 | -6.7% | 140,784 | +1.1% | 4.56% | -13.4% |
| Q2 2022 | $5,402,000 | -5.0% | 139,201 | +3.5% | 5.26% | +17.1% |
| Q1 2022 | $5,689,000 | +74.9% | 134,480 | +77.9% | 4.50% | +67.3% |
| Q4 2021 | $3,253,000 | – | 75,575 | – | 2.69% | – |
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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% |