FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $59,496,160 | -8.4% | 1,591,232 | -1.8% | 0.10% | -8.3% |
Q2 2023 | $64,967,546 | +1.1% | 1,620,542 | +1.3% | 0.11% | -2.7% |
Q1 2023 | $64,246,030 | -15.6% | 1,599,752 | -16.2% | 0.11% | -17.2% |
Q4 2022 | $76,155,710 | +15.9% | 1,908,186 | +3.9% | 0.13% | +6.3% |
Q3 2022 | $65,726,000 | -7.0% | 1,836,431 | +0.8% | 0.13% | -3.1% |
Q2 2022 | $70,687,000 | +0.1% | 1,821,381 | +9.1% | 0.13% | +16.1% |
Q1 2022 | $70,643,000 | -0.3% | 1,670,059 | +1.5% | 0.11% | +3.7% |
Q4 2021 | $70,839,000 | +10.1% | 1,645,905 | +0.3% | 0.11% | +1.9% |
Q3 2021 | $64,315,000 | +1.0% | 1,640,683 | +2.4% | 0.11% | +1.9% |
Q2 2021 | $63,701,000 | +5.8% | 1,601,745 | +1.0% | 0.10% | -1.0% |
Q1 2021 | $60,236,000 | -0.1% | 1,585,996 | -7.8% | 0.10% | -8.7% |
Q4 2020 | $60,295,000 | +18.1% | 1,719,275 | +5.9% | 0.12% | +2.7% |
Q3 2020 | $51,062,000 | -6.8% | 1,623,052 | -10.2% | 0.11% | -8.9% |
Q2 2020 | $54,787,000 | +9.1% | 1,806,924 | -0.4% | 0.12% | -6.8% |
Q1 2020 | $50,213,000 | -45.3% | 1,814,054 | -28.8% | 0.13% | -29.0% |
Q4 2019 | $91,749,000 | +27287.8% | 2,546,471 | +26370.6% | 0.19% | +3000.0% |
Q3 2019 | $335,000 | -12.1% | 9,620 | -14.9% | 0.01% | -14.3% |
Q2 2019 | $381,000 | – | 11,307 | – | 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% |