FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,406,153 | +203.4% | 35,940 | +214.3% | 0.00% | – |
| Q2 2023 | $463,534 | +25.7% | 11,434 | +27.1% | 0.00% | – |
| Q4 2022 | $368,803 | +23.3% | 8,993 | +16.5% | 0.00% | – |
| Q3 2022 | $299,000 | +1007.4% | 7,721 | +1015.8% | 0.00% | – |
| Q1 2021 | $27,000 | -6.9% | 692 | -15.1% | 0.00% | – |
| Q4 2020 | $29,000 | +11.5% | 815 | 0.0% | 0.00% | – |
| Q3 2020 | $26,000 | +8.3% | 815 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 815 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -24.1% | 815 | 0.0% | 0.00% | – |
| Q4 2019 | $29,000 | +3.6% | 815 | 0.0% | 0.00% | – |
| Q3 2019 | $28,000 | -57.6% | 815 | -58.5% | 0.00% | – |
| Q2 2019 | $66,000 | -5.7% | 1,965 | -8.4% | 0.00% | – |
| Q1 2019 | $70,000 | +12.9% | 2,145 | 0.0% | 0.00% | – |
| Q4 2018 | $62,000 | -24.4% | 2,145 | -17.5% | 0.00% | – |
| Q3 2018 | $82,000 | +3.8% | 2,600 | 0.0% | 0.00% | – |
| Q2 2018 | $79,000 | +75.6% | 2,600 | +71.1% | 0.00% | – |
| Q1 2018 | $45,000 | -4.3% | 1,520 | 0.0% | 0.00% | – |
| Q4 2017 | $47,000 | +4.4% | 1,520 | 0.0% | 0.00% | – |
| Q3 2017 | $45,000 | +2.3% | 1,520 | 0.0% | 0.00% | – |
| Q2 2017 | $44,000 | -24.1% | 1,520 | -23.6% | 0.00% | – |
| Q1 2017 | $58,000 | +38.1% | 1,990 | +30.9% | 0.00% | – |
| Q4 2016 | $42,000 | -92.7% | 1,520 | -92.8% | 0.00% | -100.0% |
| Q3 2016 | $572,000 | -41.5% | 21,186 | -41.6% | 0.00% | 0.0% |
| Q2 2016 | $978,000 | -40.7% | 36,264 | -43.4% | 0.00% | -50.0% |
| Q1 2016 | $1,650,000 | +18.6% | 64,112 | +10.1% | 0.00% | 0.0% |
| Q4 2015 | $1,391,000 | +8593.8% | 58,249 | +8466.0% | 0.00% | – |
| Q1 2015 | $16,000 | – | 680 | – | 0.00% | – |
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% |