FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,150,259 | -7.0% | 30,764 | -0.2% | 0.00% | – |
| Q2 2023 | $1,236,263 | -47.6% | 30,837 | -47.5% | 0.00% | – |
| Q1 2023 | $2,361,126 | +144.3% | 58,792 | +142.8% | 0.00% | – |
| Q4 2022 | $966,499 | +30.1% | 24,217 | +16.7% | 0.00% | – |
| Q3 2022 | $743,000 | -9.8% | 20,756 | -2.3% | 0.00% | – |
| Q2 2022 | $824,000 | +4.4% | 21,242 | +13.9% | 0.00% | – |
| Q1 2022 | $789,000 | +11.3% | 18,648 | +13.2% | 0.00% | – |
| Q4 2021 | $709,000 | +2.9% | 16,472 | -6.4% | 0.00% | – |
| Q3 2021 | $689,000 | +10.6% | 17,596 | +12.3% | 0.00% | – |
| Q2 2021 | $623,000 | +31.7% | 15,662 | +25.8% | 0.00% | – |
| Q1 2021 | $473,000 | +62.0% | 12,450 | +49.7% | 0.00% | – |
| Q4 2020 | $292,000 | +25.3% | 8,315 | +12.5% | 0.00% | – |
| Q3 2020 | $233,000 | +9.4% | 7,391 | +4.9% | 0.00% | – |
| Q2 2020 | $213,000 | -37.4% | 7,043 | -42.7% | 0.00% | – |
| Q1 2020 | $340,000 | -48.9% | 12,295 | -33.4% | 0.00% | – |
| Q4 2019 | $665,000 | +66.2% | 18,460 | +60.7% | 0.00% | – |
| Q3 2019 | $400,000 | +12.4% | 11,484 | +8.8% | 0.00% | – |
| Q2 2019 | $356,000 | +267.0% | 10,557 | +252.0% | 0.00% | – |
| Q1 2019 | $97,000 | -91.9% | 2,999 | -92.7% | 0.00% | – |
| Q4 2018 | $1,191,000 | – | 40,939 | +4093800.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |