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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $288,352 | -6.7% | 7,712 | 0.0% | 0.14% | -3.5% |
Q2 2023 | $309,175 | -0.2% | 7,712 | 0.0% | 0.14% | -14.9% |
Q1 2023 | $309,714 | +0.6% | 7,712 | 0.0% | 0.17% | -13.8% |
Q4 2022 | $307,786 | +11.5% | 7,712 | 0.0% | 0.20% | +13.4% |
Q3 2022 | $276,000 | -7.7% | 7,712 | 0.0% | 0.17% | -2.3% |
Q2 2022 | $299,000 | -8.3% | 7,712 | 0.0% | 0.18% | +24.8% |
Q1 2022 | $326,000 | -1.5% | 7,712 | 0.0% | 0.14% | +12.8% |
Q4 2021 | $331,000 | – | 7,712 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 5,103,486 | $203,680,143 | 26.96% |
Spectrum Wealth Advisory Group, LLC | 261,318 | $10,429,175 | 14.52% |
Ten Capital Wealth Advisors, LLC | 870,089 | $34,725,236 | 13.93% |
UNIONVIEW, LLC | 335,310 | $13,382,209 | 13.38% |
Next Level Private LLC | 377,899 | $15,365,393 | 11.31% |
BELLEVUE ASSET MANAGEMENT, LLC | 328,141 | $13,010,791 | 10.06% |
Fortress Wealth Group, LLC | 354,722 | $14,156,957 | 9.89% |
Kaye Capital Management | 416,100 | $16,606,570 | 8.68% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 202,055 | $8,064,015 | 8.32% |
New England Private Wealth Advisors LLC | 901,790 | $35,990,382 | 7.63% |