FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,801 | -66.5% | 904 | -64.1% | 0.00% | -100.0% |
| Q2 2023 | $100,827 | -57.9% | 2,515 | -57.8% | 0.00% | -50.0% |
| Q1 2023 | $239,555 | +10.7% | 5,965 | +10.0% | 0.00% | 0.0% |
| Q4 2022 | $216,432 | +11.6% | 5,423 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $194,000 | -7.6% | 5,423 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $210,000 | -54.0% | 5,423 | -49.8% | 0.00% | -50.0% |
| Q1 2022 | $457,000 | +91.2% | 10,803 | +94.8% | 0.00% | +100.0% |
| Q4 2021 | $239,000 | +12.2% | 5,546 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $213,000 | -17.1% | 5,423 | -15.9% | 0.00% | -33.3% |
| Q2 2021 | $257,000 | +24.8% | 6,452 | +19.0% | 0.00% | +50.0% |
| Q1 2021 | $206,000 | -24.5% | 5,423 | -30.4% | 0.00% | -50.0% |
| Q4 2020 | $273,000 | -11.9% | 7,791 | -20.8% | 0.00% | -20.0% |
| Q3 2020 | $310,000 | -9.9% | 9,839 | -13.3% | 0.01% | 0.0% |
| Q2 2020 | $344,000 | +304.7% | 11,354 | +269.2% | 0.01% | +150.0% |
| Q1 2020 | $85,000 | -23.4% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $111,000 | +3.7% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $107,000 | +2.9% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $104,000 | +4.0% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $100,000 | +12.4% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $89,000 | -18.3% | 3,075 | -11.0% | 0.00% | 0.0% |
| Q3 2018 | $109,000 | +3.8% | 3,455 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $105,000 | +250.0% | 3,455 | +245.5% | 0.00% | +100.0% |
| Q3 2017 | $30,000 | -42.3% | 1,000 | -44.1% | 0.00% | 0.0% |
| Q2 2017 | $52,000 | – | 1,790 | – | 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% |