FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,105 | +0.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $27,930 | +11.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | +3.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +8.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +10.5% | 700 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $19,000 | -24.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | +4.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $24,000 | +4.3% | 700 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $23,000 | +15.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $20,000 | -9.1% | 700 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $22,000 | +4.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $21,000 | -4.5% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | – | 700 | – | 0.01% | – |
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% |