FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,919,562 | +0.3% | 78,084 | +7.5% | 1.00% | +2.2% |
| Q2 2023 | $2,910,993 | +8.0% | 72,611 | +8.2% | 0.98% | -7.4% |
| Q1 2023 | $2,696,275 | +11.9% | 67,138 | +11.2% | 1.06% | +14.1% |
| Q4 2022 | $2,410,279 | -74.2% | 60,393 | -76.8% | 0.93% | -79.7% |
| Q3 2022 | $9,327,308 | -8.6% | 260,612 | -0.9% | 4.58% | -1.6% |
| Q2 2022 | $10,201,432 | -8.5% | 262,856 | -0.3% | 4.66% | +0.3% |
| Q1 2022 | $11,153,062 | +3.0% | 263,666 | +4.8% | 4.64% | +4.5% |
| Q4 2021 | $10,828,310 | +15.7% | 251,587 | +5.4% | 4.44% | +3.4% |
| Q3 2021 | $9,356,521 | +5.4% | 238,687 | +7.0% | 4.30% | +2.6% |
| Q2 2021 | $8,874,301 | +25.3% | 223,141 | +19.7% | 4.19% | +4.1% |
| Q1 2021 | $7,082,713 | +26.6% | 186,485 | +16.9% | 4.02% | +6.6% |
| Q4 2020 | $5,594,526 | – | 159,525 | – | 3.77% | – |
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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% |