FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,936 | +36.5% | 13,879 | +46.4% | 0.01% | +50.0% |
| Q2 2023 | $380,173 | +33.5% | 9,483 | +33.7% | 0.00% | +33.3% |
| Q1 2023 | $284,775 | +97092.8% | 7,091 | -3.4% | 0.00% | -25.0% |
| Q4 2022 | $293 | -99.9% | 7,341 | -3.1% | 0.00% | 0.0% |
| Q3 2022 | $271,000 | -7.8% | 7,574 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $294,000 | -8.1% | 7,574 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $320,000 | -6.2% | 7,574 | -4.4% | 0.00% | 0.0% |
| Q4 2021 | $341,000 | +10.0% | 7,922 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $310,000 | -1.3% | 7,902 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $314,000 | -8.2% | 7,902 | -12.2% | 0.00% | -20.0% |
| Q1 2021 | $342,000 | -4.7% | 8,996 | -12.2% | 0.01% | 0.0% |
| Q4 2020 | $359,000 | +11.5% | 10,246 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $322,000 | +3.5% | 10,246 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $311,000 | +9.1% | 10,246 | -0.6% | 0.01% | -16.7% |
| Q1 2020 | $285,000 | -54.0% | 10,310 | -40.0% | 0.01% | -40.0% |
| Q4 2019 | $619,000 | +0.7% | 17,192 | -2.6% | 0.01% | 0.0% |
| Q3 2019 | $615,000 | -15.2% | 17,649 | -17.9% | 0.01% | -9.1% |
| Q2 2019 | $725,000 | -26.0% | 21,487 | -28.8% | 0.01% | -31.2% |
| Q1 2019 | $980,000 | +5.2% | 30,185 | -5.8% | 0.02% | -11.1% |
| Q4 2018 | $932,000 | -5.4% | 32,056 | +3.0% | 0.02% | 0.0% |
| Q3 2018 | $985,000 | -4.1% | 31,125 | -8.3% | 0.02% | -10.0% |
| Q2 2018 | $1,027,000 | +1.3% | 33,925 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $1,014,000 | -3.2% | 33,925 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $1,047,000 | +20.9% | 33,925 | +16.5% | 0.02% | +10.5% |
| Q3 2017 | $866,000 | -39.6% | 29,115 | -40.6% | 0.02% | -42.4% |
| Q2 2017 | $1,434,000 | -0.8% | 49,015 | -1.6% | 0.03% | -5.7% |
| Q1 2017 | $1,445,000 | -23.3% | 49,815 | -25.9% | 0.04% | -28.6% |
| Q4 2016 | $1,884,000 | +6.9% | 67,205 | +2.9% | 0.05% | +6.5% |
| Q3 2016 | $1,763,000 | -0.1% | 65,295 | -0.3% | 0.05% | +2.2% |
| Q2 2016 | $1,765,000 | +24.6% | 65,480 | +19.0% | 0.04% | +15.4% |
| Q1 2016 | $1,416,000 | +28.8% | 55,015 | +19.6% | 0.04% | +18.2% |
| Q4 2015 | $1,099,000 | +14.4% | 46,015 | +9.1% | 0.03% | +13.8% |
| Q3 2015 | $961,000 | +3.4% | 42,165 | +6.1% | 0.03% | +7.4% |
| Q2 2015 | $929,000 | -3.0% | 39,750 | 0.0% | 0.03% | -6.9% |
| Q1 2015 | $958,000 | +32.1% | 39,750 | +32.4% | 0.03% | +38.1% |
| Q4 2014 | $725,000 | +15.6% | 30,020 | +7.5% | 0.02% | 0.0% |
| Q3 2014 | $627,000 | -19.1% | 27,920 | -17.7% | 0.02% | -16.0% |
| Q2 2014 | $775,000 | +1.2% | 33,939 | -3.0% | 0.02% | 0.0% |
| Q1 2014 | $766,000 | +2.3% | 34,979 | 0.0% | 0.02% | -3.8% |
| Q4 2013 | $749,000 | -2.5% | 34,979 | -8.7% | 0.03% | -10.3% |
| Q3 2013 | $768,000 | -13.2% | 38,320 | -15.7% | 0.03% | -17.1% |
| Q2 2013 | $885,000 | – | 45,464 | – | 0.04% | – |
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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% |