FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 203 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $952,000 | -10.7% | 24,520 | -2.7% | 0.10% | -12.6% |
| Q1 2022 | $1,066,000 | -0.9% | 25,195 | +0.8% | 0.12% | +2.6% |
| Q4 2021 | $1,076,000 | +41.0% | 24,995 | +28.4% | 0.12% | +33.3% |
| Q3 2021 | $763,028 | -1.4% | 19,465 | 0.0% | 0.09% | -7.4% |
| Q2 2021 | $774,123 | +24.2% | 19,465 | +18.7% | 0.09% | -1.1% |
| Q1 2021 | $623,062 | +24.2% | 16,405 | +14.7% | 0.10% | +13.1% |
| Q4 2020 | $501,676 | +5.4% | 14,305 | -5.5% | 0.08% | -4.5% |
| Q3 2020 | $475,990 | +6.2% | 15,130 | +2.4% | 0.09% | -8.3% |
| Q2 2020 | $448,130 | +13.4% | 14,780 | +3.5% | 0.10% | -54.9% |
| Q1 2020 | $395,270 | +60.6% | 14,280 | +109.1% | 0.21% | +86.8% |
| Q4 2019 | $246,085 | -1.0% | 6,830 | -4.2% | 0.11% | -9.5% |
| Q3 2019 | $248,623 | +14.6% | 7,130 | +10.9% | 0.13% | +11.5% |
| Q2 2019 | $216,948 | +3.9% | 6,430 | 0.0% | 0.11% | -0.9% |
| Q1 2019 | $208,782 | +11.7% | 6,430 | 0.0% | 0.11% | +0.9% |
| Q4 2018 | $186,984 | -8.1% | 6,430 | 0.0% | 0.11% | +3.7% |
| Q3 2018 | $203,445 | +4.5% | 6,430 | 0.0% | 0.11% | -6.0% |
| Q2 2018 | $194,700 | +1.3% | 6,430 | 0.0% | 0.12% | -2.5% |
| Q1 2018 | $192,193 | +441.6% | 6,430 | +459.1% | 0.12% | +417.4% |
| Q4 2017 | $35,489 | +3.7% | 1,150 | 0.0% | 0.02% | -4.2% |
| Q3 2017 | $34,213 | – | 1,150 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
| Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
| Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
| Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
| UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
| Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
| Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
| PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
| Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |