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 2018 | $281,000 | +4.9% | 8,866 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $268,000 | -36.6% | 8,866 | -37.4% | 0.02% | -39.3% |
| Q1 2018 | $423,000 | +11.6% | 14,164 | +15.3% | 0.03% | +16.7% |
| Q4 2017 | $379,000 | -3.6% | 12,280 | -7.1% | 0.02% | -11.1% |
| Q3 2017 | $393,000 | +1.6% | 13,222 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $387,000 | +53.6% | 13,222 | +51.9% | 0.03% | +58.8% |
| Q1 2017 | $252,000 | – | 8,703 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIONVIEW, LLC | 363,669 | $13,597,599 | 12.85% |
| Next Level Private LLC | 430,436 | $15,844,348 | 10.51% |
| BELLEVUE ASSET MANAGEMENT, LLC | 342,835 | $12,818,600 | 8.61% |
| Spectrum Wealth Advisory Group, LLC | 134,842 | $5,041,748 | 6.98% |
| Kraft, Davis & Associates, LLC | 504,187 | $18,453,205 | 6.94% |
| New England Private Wealth Advisors LLC | 877,596 | $32,842,398 | 6.85% |
| Petix & Botte Co | 562,842 | $21,044,556 | 6.64% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 189,384 | $7,081,068 | 6.50% |
| ICA Group Wealth Management, LLC | 583,668 | $21,816,026 | 6.13% |
| Mainsail Financial Group, LLC | 182,464 | $6,721,138 | 6.10% |