FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,088,481 | +1.0% | 52,004 | +0.4% | 1.40% | -4.1% |
| Q4 2022 | $2,067,498 | +4.0% | 51,804 | -6.7% | 1.46% | +4.4% |
| Q3 2022 | $1,988,000 | -6.7% | 55,545 | +1.2% | 1.40% | -0.6% |
| Q2 2022 | $2,130,000 | -7.6% | 54,875 | +0.7% | 1.40% | +11.2% |
| Q1 2022 | $2,305,000 | -1.0% | 54,495 | +0.7% | 1.26% | +1.6% |
| Q4 2021 | $2,329,000 | +10.4% | 54,115 | +0.6% | 1.24% | +2.6% |
| Q3 2021 | $2,110,000 | +27.0% | 53,815 | +2.0% | 1.21% | -12.6% |
| Q3 2020 | $1,661,000 | +2.3% | 52,782 | -1.5% | 1.39% | -5.3% |
| Q2 2020 | $1,624,000 | +15.2% | 53,572 | +5.1% | 1.46% | -9.5% |
| Q1 2020 | $1,410,000 | -21.8% | 50,955 | +1.8% | 1.62% | +1.9% |
| Q4 2019 | $1,803,000 | +1.9% | 50,050 | -1.4% | 1.59% | -4.9% |
| Q3 2019 | $1,770,000 | +4.2% | 50,750 | +0.8% | 1.67% | +2.9% |
| Q2 2019 | $1,698,000 | +11.0% | 50,340 | +3.8% | 1.62% | +3.0% |
| Q2 2018 | $1,530,000 | +5.5% | 48,505 | -0.0% | 1.58% | -17.7% |
| Q1 2018 | $1,450,000 | – | 48,525 | – | 1.91% | – |
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% |