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 | $3,199,574 | +105881.3% | 85,573 | +13.6% | 0.10% | +9.2% |
| Q2 2023 | $3,019 | +57.2% | 75,318 | +57.6% | 0.09% | +42.6% |
| Q1 2023 | $1,920 | +8.2% | 47,799 | +7.5% | 0.06% | +1.7% |
| Q4 2022 | $1,774 | -99.9% | 44,455 | +4.3% | 0.06% | +5.3% |
| Q3 2022 | $1,525,000 | +5.2% | 42,629 | +14.1% | 0.06% | +9.6% |
| Q2 2022 | $1,450,000 | -5.8% | 37,368 | +2.7% | 0.05% | +10.6% |
| Q1 2022 | $1,539,000 | -22.8% | 36,386 | -21.4% | 0.05% | -20.3% |
| Q4 2021 | $1,993,000 | -7.3% | 46,295 | -15.6% | 0.06% | -18.1% |
| Q3 2021 | $2,149,000 | +7.6% | 54,831 | +9.1% | 0.07% | +9.1% |
| Q2 2021 | $1,998,000 | +7.8% | 50,240 | +2.9% | 0.07% | +1.5% |
| Q1 2021 | $1,854,000 | -3.4% | 48,821 | -10.8% | 0.06% | -11.0% |
| Q4 2020 | $1,919,000 | +9.5% | 54,703 | -1.9% | 0.07% | -3.9% |
| Q3 2020 | $1,753,000 | +4.0% | 55,736 | +0.3% | 0.08% | -7.3% |
| Q2 2020 | $1,685,000 | +33.8% | 55,566 | +22.1% | 0.08% | +10.8% |
| Q1 2020 | $1,259,000 | +72.9% | 45,494 | +125.0% | 0.07% | +111.4% |
| Q4 2019 | $728,000 | +7.9% | 20,218 | +4.4% | 0.04% | 0.0% |
| Q3 2019 | $675,000 | +17.2% | 19,368 | +13.4% | 0.04% | +9.4% |
| Q2 2019 | $576,000 | +20.3% | 17,075 | +15.8% | 0.03% | +14.3% |
| Q1 2019 | $479,000 | +16.8% | 14,749 | +4.6% | 0.03% | +7.7% |
| Q4 2018 | $410,000 | -6.2% | 14,107 | +2.2% | 0.03% | +4.0% |
| Q3 2018 | $437,000 | +25.6% | 13,809 | +20.0% | 0.02% | +19.0% |
| Q2 2018 | $348,000 | +1.2% | 11,509 | 0.0% | 0.02% | -12.5% |
| Q1 2018 | $344,000 | +12.1% | 11,509 | +15.7% | 0.02% | +14.3% |
| Q4 2017 | $307,000 | +24.8% | 9,945 | +20.1% | 0.02% | +16.7% |
| Q3 2017 | $246,000 | +9.3% | 8,278 | +7.8% | 0.02% | +5.9% |
| Q2 2017 | $225,000 | +9.8% | 7,677 | +8.8% | 0.02% | +6.2% |
| Q1 2017 | $205,000 | -51.4% | 7,055 | -53.2% | 0.02% | -52.9% |
| Q4 2016 | $422,000 | +27.9% | 15,059 | +23.4% | 0.03% | +21.4% |
| Q3 2016 | $330,000 | +4.1% | 12,200 | +3.5% | 0.03% | 0.0% |
| Q2 2016 | $317,000 | – | 11,791 | – | 0.03% | – |
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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% |