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 | $17,237,164 | -1.0% | 461,010 | +6.1% | 2.71% | -4.1% |
| Q2 2023 | $17,414,535 | +3.6% | 434,386 | +3.8% | 2.83% | -4.8% |
| Q1 2023 | $16,810,173 | -13.7% | 418,580 | -14.2% | 2.97% | -20.1% |
| Q4 2022 | $19,469,615 | +4.8% | 487,838 | -6.0% | 3.72% | -10.1% |
| Q3 2022 | $18,573,000 | -4.8% | 518,954 | +3.2% | 4.14% | -5.4% |
| Q2 2022 | $19,512,000 | -2.9% | 502,754 | +5.1% | 4.37% | -1.1% |
| Q1 2022 | $20,088,000 | -2.1% | 478,389 | +0.3% | 4.42% | -3.6% |
| Q4 2021 | $20,518,000 | – | 476,727 | – | 4.59% | – |
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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% |