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 | $851 | -15.8% | 22,758 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $1,011 | +84.2% | 25,208 | +84.5% | 0.00% | +50.0% |
| Q1 2023 | $549 | -9.4% | 13,665 | -10.0% | 0.00% | 0.0% |
| Q4 2022 | $606 | -99.9% | 15,177 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $553,000 | -12.8% | 15,456 | -5.4% | 0.00% | -33.3% |
| Q2 2022 | $634,000 | -35.5% | 16,334 | -29.7% | 0.00% | -25.0% |
| Q1 2022 | $983,000 | -22.9% | 23,227 | -21.6% | 0.00% | -20.0% |
| Q4 2021 | $1,275,000 | +131.4% | 29,625 | +110.8% | 0.01% | +150.0% |
| Q3 2021 | $551,000 | -4.5% | 14,055 | -3.1% | 0.00% | -33.3% |
| Q2 2021 | $577,000 | – | 14,511 | – | 0.00% | – |
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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% |