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 | $587,363 | -5.0% | 15,709 | +1.9% | 0.15% | +12.4% |
Q2 2023 | $618,154 | +0.1% | 15,419 | +0.3% | 0.14% | -8.7% |
Q1 2023 | $617,355 | +100940.1% | 15,372 | +0.4% | 0.15% | -3.2% |
Q4 2022 | $611 | -99.9% | 15,310 | -11.7% | 0.16% | -7.7% |
Q3 2022 | $620,000 | +69.9% | 17,329 | +84.4% | 0.17% | +50.0% |
Q2 2022 | $365,000 | -61.5% | 9,397 | -58.1% | 0.11% | -45.4% |
Q1 2022 | $949,000 | +265.0% | 22,438 | +272.0% | 0.20% | +206.0% |
Q4 2021 | $260,000 | -70.7% | 6,032 | -73.3% | 0.07% | -66.0% |
Q3 2021 | $886,000 | -9.7% | 22,593 | -8.4% | 0.20% | -4.8% |
Q2 2021 | $981,000 | +4.3% | 24,662 | -0.5% | 0.21% | -4.2% |
Q1 2021 | $941,000 | -3.9% | 24,782 | -11.3% | 0.22% | -7.7% |
Q4 2020 | $979,000 | -15.3% | 27,926 | -24.0% | 0.23% | -22.0% |
Q3 2020 | $1,156,000 | -2.6% | 36,729 | -6.2% | 0.30% | -5.7% |
Q2 2020 | $1,187,000 | +10.0% | 39,152 | +0.5% | 0.32% | -8.4% |
Q1 2020 | $1,079,000 | -21.4% | 38,968 | +2.3% | 0.35% | +2.4% |
Q4 2019 | $1,373,000 | – | 38,091 | – | 0.34% | – |
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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% |