FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,571,619 | +8.5% | 38,748 | 0.0% | 1.14% | -11.9% |
| Q3 2023 | $1,448,788 | -7.2% | 38,748 | -0.5% | 1.29% | 0.0% |
| Q2 2023 | $1,561,425 | -1.7% | 38,948 | -1.5% | 1.29% | -6.4% |
| Q1 2023 | $1,588,649 | -0.8% | 39,558 | -1.4% | 1.38% | -0.9% |
| Q4 2022 | $1,600,710 | +14.3% | 40,108 | +2.5% | 1.39% | +10.3% |
| Q3 2022 | $1,400,000 | -0.3% | 39,128 | +8.2% | 1.26% | -0.4% |
| Q2 2022 | $1,404,000 | -8.2% | 36,178 | 0.0% | 1.26% | +3.0% |
| Q1 2022 | $1,530,000 | -18.2% | 36,178 | -16.8% | 1.23% | -25.0% |
| Q4 2021 | $1,871,000 | – | 43,478 | – | 1.64% | – |
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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% |