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 | $45,691 | -6.7% | 1,222 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $48,990 | -9.8% | 1,222 | -9.6% | 0.00% | 0.0% |
Q1 2023 | $54,297 | -3.0% | 1,352 | -3.6% | 0.00% | 0.0% |
Q4 2022 | $55,994 | +12.0% | 1,403 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $50,000 | +6.4% | 1,403 | +14.8% | 0.00% | 0.0% |
Q2 2022 | $47,000 | -9.6% | 1,222 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $52,000 | -1.9% | 1,222 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $53,000 | +10.4% | 1,222 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $48,000 | -2.0% | 1,222 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $49,000 | -22.2% | 1,222 | -26.1% | 0.00% | -50.0% |
Q1 2021 | $63,000 | -36.4% | 1,653 | -41.2% | 0.00% | -33.3% |
Q4 2020 | $99,000 | +32.0% | 2,813 | +18.1% | 0.00% | +50.0% |
Q3 2020 | $75,000 | +102.7% | 2,382 | +94.9% | 0.00% | +100.0% |
Q2 2020 | $37,000 | – | 1,222 | – | 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% |