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 | $115,498 | -6.7% | 3,089 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $123,838 | -0.2% | 3,089 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $124,054 | +247.3% | 3,089 | +245.1% | 0.00% | +100.0% |
Q4 2022 | $35,719 | +11.6% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $32,000 | -8.6% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $35,000 | -7.9% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $38,000 | -2.6% | 895 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $39,000 | +11.4% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $35,000 | -2.8% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $36,000 | +5.9% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $34,000 | +9.7% | 895 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $31,000 | +10.7% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $28,000 | +3.7% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $27,000 | +8.0% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $25,000 | -21.9% | 895 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $32,000 | +3.2% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $31,000 | +3.3% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $30,000 | +3.4% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $29,000 | – | 895 | – | 0.00% | – |
Download |
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% |