FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,767,714 | -4.6% | 181,003 | +2.3% | 3.76% | -2.2% |
| Q2 2023 | $7,094,740 | -3.4% | 176,970 | -3.2% | 3.85% | -5.7% |
| Q1 2023 | $7,342,704 | -8.3% | 182,836 | -8.8% | 4.08% | -6.8% |
| Q4 2022 | $8,003,756 | +22.1% | 200,544 | +9.5% | 4.38% | +14.4% |
| Q3 2022 | $6,553,000 | -6.8% | 183,106 | +1.0% | 3.83% | -1.7% |
| Q2 2022 | $7,032,000 | -7.4% | 181,214 | -0.6% | 3.90% | +2.4% |
| Q1 2022 | $7,590,000 | -10.4% | 182,253 | -7.4% | 3.80% | +7.6% |
| Q4 2021 | $8,475,000 | +26.9% | 196,918 | +15.5% | 3.54% | +5.7% |
| Q3 2021 | $6,681,000 | -2.7% | 170,440 | -1.3% | 3.35% | -4.8% |
| Q2 2021 | $6,867,000 | +329.7% | 172,669 | +310.2% | 3.51% | +308.1% |
| Q1 2021 | $1,598,000 | +5.6% | 42,095 | -2.4% | 0.86% | +6.3% |
| Q4 2020 | $1,513,000 | – | 43,143 | – | 0.81% | – |
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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% |