FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,309,273 | -7.5% | 115,299 | -0.8% | 0.77% | -7.1% |
| Q2 2023 | $4,660,376 | +3.4% | 116,248 | +3.6% | 0.83% | -5.6% |
| Q1 2023 | $4,507,590 | +8.5% | 112,241 | +7.8% | 0.88% | -0.6% |
| Q4 2022 | $4,155,327 | +15.5% | 104,117 | +3.7% | 0.88% | +2.8% |
| Q3 2022 | $3,597,000 | -5.8% | 100,437 | +2.1% | 0.86% | -5.6% |
| Q2 2022 | $3,818,000 | -2.0% | 98,383 | +6.8% | 0.91% | +16.4% |
| Q1 2022 | $3,895,000 | +8.1% | 92,095 | +10.0% | 0.78% | +8.3% |
| Q4 2021 | $3,603,000 | +28.1% | 83,719 | +16.7% | 0.72% | -17.1% |
| Q3 2021 | $2,812,000 | +7.7% | 71,737 | +9.2% | 0.87% | +13.0% |
| Q2 2021 | $2,612,000 | +42.9% | 65,689 | +36.5% | 0.77% | +15.4% |
| Q1 2021 | $1,828,000 | +24.9% | 48,139 | +15.3% | 0.67% | +16.2% |
| Q4 2020 | $1,463,000 | +77.5% | 41,737 | +59.3% | 0.57% | +32.9% |
| Q3 2020 | $824,000 | +185.1% | 26,204 | +174.7% | 0.43% | +114.9% |
| Q2 2020 | $289,000 | – | 9,540 | – | 0.20% | – |
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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% |