FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,998,023 | -26.7% | 53,437 | -21.5% | 0.20% | -25.0% |
| Q2 2023 | $2,727,514 | -1.6% | 68,034 | -1.4% | 0.27% | -7.9% |
| Q1 2023 | $2,772,316 | +63.6% | 69,031 | +62.6% | 0.29% | +53.2% |
| Q4 2022 | $1,694,747 | +38.3% | 42,464 | +24.1% | 0.19% | +7.3% |
| Q3 2022 | $1,225,000 | +2.2% | 34,216 | +10.7% | 0.18% | +9.9% |
| Q2 2022 | $1,199,000 | +91.8% | 30,901 | +109.0% | 0.16% | +114.7% |
| Q1 2022 | $625,000 | +163.7% | 14,782 | +168.7% | 0.08% | +141.9% |
| Q4 2021 | $237,000 | -62.1% | 5,501 | -69.1% | 0.03% | -86.2% |
| Q3 2019 | $625,000 | +13.6% | 17,830 | +9.3% | 0.22% | -38.2% |
| Q2 2019 | $550,000 | +10.0% | 16,311 | +6.0% | 0.36% | +6.1% |
| Q1 2019 | $500,000 | +130.4% | 15,392 | +106.2% | 0.34% | +97.1% |
| Q4 2018 | $217,000 | -67.2% | 7,466 | -65.1% | 0.17% | -71.3% |
| Q4 2017 | $661,000 | +5.3% | 21,422 | +1.6% | 0.61% | -0.7% |
| Q3 2017 | $628,000 | +11.9% | 21,094 | +10.0% | 0.61% | +32.3% |
| Q2 2017 | $561,000 | -3.3% | 19,173 | -4.1% | 0.46% | -18.6% |
| Q1 2017 | $580,000 | +9.4% | 19,998 | +5.7% | 0.57% | -1.0% |
| Q4 2016 | $530,000 | +4.7% | 18,919 | +1.0% | 0.57% | +14.2% |
| Q3 2016 | $506,000 | – | 18,737 | – | 0.50% | – |
Download | ||||||
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% |