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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,852,475 | +2.0% | 263,506 | +9.4% | 0.04% | +8.6% |
| Q2 2023 | $9,654,652 | +710.5% | 240,824 | +711.9% | 0.04% | +600.0% |
| Q1 2023 | $1,191,203 | -0.2% | 29,661 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $1,194,125 | +19.8% | 29,920 | +7.4% | 0.01% | 0.0% |
| Q3 2022 | $997,000 | -13.7% | 27,865 | -6.3% | 0.01% | 0.0% |
| Q2 2022 | $1,155,000 | -7.2% | 29,753 | +1.1% | 0.01% | +25.0% |
| Q1 2022 | $1,245,000 | -1.7% | 29,421 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,266,000 | +3.7% | 29,421 | -5.6% | 0.00% | 0.0% |
| Q3 2021 | $1,221,000 | +6.9% | 31,151 | +8.4% | 0.00% | 0.0% |
| Q2 2021 | $1,142,000 | +14.2% | 28,726 | +9.1% | 0.00% | 0.0% |
| Q1 2021 | $1,000,000 | +45.1% | 26,323 | +34.0% | 0.00% | +33.3% |
| Q4 2020 | $689,000 | +13.9% | 19,649 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $605,000 | +13.3% | 19,219 | +9.2% | 0.00% | 0.0% |
| Q2 2020 | $534,000 | – | 17,599 | – | 0.00% | – |
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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% |