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 | $6,117,606 | -6.2% | 163,616 | +0.6% | 4.62% | -2.7% |
| Q2 2023 | $6,523,288 | +3.0% | 162,716 | +3.1% | 4.75% | -7.3% |
| Q1 2023 | $6,336,260 | +4.8% | 157,775 | +4.1% | 5.12% | -10.6% |
| Q4 2022 | $6,047,766 | +9.3% | 151,535 | -2.0% | 5.73% | -1.2% |
| Q3 2022 | $5,534,000 | -11.0% | 154,626 | -3.4% | 5.80% | -1.8% |
| Q2 2022 | $6,215,000 | -9.7% | 160,149 | -1.6% | 5.90% | +4.6% |
| Q1 2022 | $6,886,000 | -2.8% | 162,793 | -1.1% | 5.64% | +7.6% |
| Q4 2021 | $7,082,000 | – | 164,536 | – | 5.25% | – |
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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% |