FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $380,000 | +2.2% | 8,975 | +3.9% | 0.00% | – |
| Q4 2021 | $372,000 | -28.0% | 8,635 | -34.6% | 0.00% | – |
| Q3 2021 | $517,000 | -6.8% | 13,195 | -5.4% | 0.00% | – |
| Q2 2021 | $555,000 | +12.1% | 13,952 | +7.0% | 0.00% | – |
| Q1 2021 | $495,000 | +9.3% | 13,037 | +0.9% | 0.00% | – |
| Q4 2020 | $453,000 | -4.4% | 12,919 | -14.2% | 0.00% | – |
| Q3 2020 | $474,000 | +4.4% | 15,063 | +0.6% | 0.00% | – |
| Q2 2020 | $454,000 | +10.2% | 14,973 | +0.5% | 0.00% | – |
| Q1 2020 | $412,000 | -33.7% | 14,895 | -13.6% | 0.00% | – |
| Q4 2019 | $621,000 | +29.4% | 17,246 | +25.2% | 0.00% | – |
| Q3 2019 | $480,000 | +16.8% | 13,773 | +13.2% | 0.00% | – |
| Q2 2019 | $411,000 | +46.3% | 12,172 | +40.7% | 0.00% | – |
| Q1 2019 | $281,000 | +16.1% | 8,649 | +3.7% | 0.00% | – |
| Q4 2018 | $242,000 | – | 8,339 | – | 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% |