FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,006,000 | +4.9% | 52,826 | -3.1% | 2.06% | +55.2% |
| Q4 2020 | $1,912,000 | +4.8% | 54,530 | -6.0% | 1.33% | -10.8% |
| Q3 2020 | $1,824,000 | -0.5% | 57,986 | -4.1% | 1.49% | -12.4% |
| Q2 2020 | $1,833,000 | -11.3% | 60,448 | -19.0% | 1.70% | -30.3% |
| Q1 2020 | $2,066,000 | -15.2% | 74,630 | +10.3% | 2.44% | -7.8% |
| Q4 2019 | $2,437,000 | +26.9% | 67,645 | +22.8% | 2.64% | +4.6% |
| Q3 2019 | $1,921,000 | +7.7% | 55,082 | +4.2% | 2.53% | +6.2% |
| Q2 2019 | $1,784,000 | – | 52,862 | – | 2.38% | – |
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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% |