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 | $18,093,375 | -9.0% | 483,909 | -2.5% | 0.02% | -11.8% |
Q2 2023 | $19,893,385 | +2.1% | 496,218 | +2.2% | 0.02% | 0.0% |
Q1 2023 | $19,490,654 | +3.5% | 485,325 | +2.8% | 0.02% | -5.6% |
Q4 2022 | $18,833,518 | +14.1% | 471,900 | +2.3% | 0.02% | +5.9% |
Q3 2022 | $16,508,000 | -3.3% | 461,257 | +4.9% | 0.02% | 0.0% |
Q2 2022 | $17,066,000 | -8.4% | 439,737 | -0.2% | 0.02% | +6.2% |
Q1 2022 | $18,632,000 | +2.3% | 440,448 | +4.1% | 0.02% | +6.7% |
Q4 2021 | $18,211,000 | +14.0% | 423,113 | +3.8% | 0.02% | 0.0% |
Q3 2021 | $15,977,000 | +2.6% | 407,584 | +4.1% | 0.02% | +7.1% |
Q2 2021 | $15,565,000 | +8.3% | 391,380 | +3.4% | 0.01% | 0.0% |
Q1 2021 | $14,377,000 | +10.9% | 378,554 | +2.4% | 0.01% | +7.7% |
Q4 2020 | $12,961,000 | +25.1% | 369,555 | +12.2% | 0.01% | 0.0% |
Q3 2020 | $10,358,000 | +21.5% | 329,241 | +17.1% | 0.01% | +18.2% |
Q2 2020 | $8,526,000 | +27.1% | 281,201 | +16.1% | 0.01% | +37.5% |
Q1 2020 | $6,707,000 | +12.9% | 242,308 | +47.0% | 0.01% | +33.3% |
Q4 2019 | $5,939,000 | +20.6% | 164,838 | +16.7% | 0.01% | +20.0% |
Q3 2019 | $4,926,000 | +5.7% | 141,270 | +2.3% | 0.01% | 0.0% |
Q2 2019 | $4,659,000 | -3.4% | 138,082 | -7.1% | 0.01% | 0.0% |
Q1 2019 | $4,825,000 | +17.3% | 148,583 | +5.0% | 0.01% | 0.0% |
Q4 2018 | $4,115,000 | -6.3% | 141,520 | +2.0% | 0.01% | +25.0% |
Q3 2018 | $4,390,000 | -2.6% | 138,736 | -6.8% | 0.00% | 0.0% |
Q2 2018 | $4,507,000 | +10.9% | 148,836 | +9.5% | 0.00% | 0.0% |
Q1 2018 | $4,063,000 | +1.4% | 135,925 | +4.7% | 0.00% | 0.0% |
Q4 2017 | $4,007,000 | +6.2% | 129,845 | +2.3% | 0.00% | 0.0% |
Q3 2017 | $3,774,000 | +11.2% | 126,874 | +9.3% | 0.00% | 0.0% |
Q2 2017 | $3,395,000 | +16.6% | 116,070 | +15.6% | 0.00% | +33.3% |
Q1 2017 | $2,912,000 | +2.0% | 100,390 | -1.4% | 0.00% | 0.0% |
Q4 2016 | $2,854,000 | +16.3% | 101,820 | +12.1% | 0.00% | 0.0% |
Q3 2016 | $2,453,000 | +20.7% | 90,844 | +20.5% | 0.00% | +50.0% |
Q2 2016 | $2,032,000 | +29.1% | 75,373 | +23.2% | 0.00% | 0.0% |
Q1 2016 | $1,574,000 | +39.4% | 61,192 | +29.4% | 0.00% | +100.0% |
Q4 2015 | $1,129,000 | -0.2% | 47,280 | -4.7% | 0.00% | 0.0% |
Q3 2015 | $1,131,000 | -5.6% | 49,595 | -3.2% | 0.00% | 0.0% |
Q2 2015 | $1,198,000 | -5.4% | 51,211 | -2.6% | 0.00% | 0.0% |
Q1 2015 | $1,266,000 | +25220.0% | 52,566 | +26183.0% | 0.00% | – |
Q4 2014 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
Q3 2014 | $4,000 | -81.0% | 200 | -77.8% | 0.00% | – |
Q2 2014 | $21,000 | +133.3% | 900 | +125.0% | 0.00% | – |
Q1 2014 | $9,000 | 0.0% | 400 | 0.0% | 0.00% | – |
Q4 2013 | $9,000 | +12.5% | 400 | 0.0% | 0.00% | – |
Q3 2013 | $8,000 | -50.0% | 400 | -50.0% | 0.00% | – |
Q2 2013 | $16,000 | – | 800 | – | 0.00% | – |
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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% |