FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,458,947 | -15.8% | 948,352 | -9.8% | 0.50% | -13.6% |
| Q2 2023 | $42,135,485 | +0.5% | 1,051,006 | +0.7% | 0.58% | -7.3% |
| Q1 2023 | $41,912,063 | +6.6% | 1,043,627 | +5.9% | 0.62% | -1.6% |
| Q4 2022 | $39,329,256 | +22.1% | 985,442 | +9.5% | 0.63% | +13.1% |
| Q3 2022 | $32,223,688 | +9.6% | 900,347 | +18.9% | 0.56% | +1.1% |
| Q2 2022 | $29,392,000 | +18.6% | 757,300 | +29.3% | 0.55% | +33.7% |
| Q1 2022 | $24,776,000 | – | 585,712 | – | 0.41% | – |
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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% |