FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $546,294 | +0.5% | 13,627 | +0.7% | 0.01% | -11.1% |
| Q1 2023 | $543,647 | +1.2% | 13,537 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $537,465 | +12.2% | 13,467 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $479,000 | -7.2% | 13,375 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $516,000 | -7.9% | 13,301 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $560,000 | -1.2% | 13,243 | +0.4% | 0.01% | +12.5% |
| Q4 2021 | $567,000 | +10.3% | 13,185 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $514,000 | -1.0% | 13,114 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $519,000 | +5.1% | 13,063 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $494,000 | +8.8% | 13,000 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $454,000 | +9.7% | 12,941 | -1.7% | 0.01% | 0.0% |
| Q3 2020 | $414,000 | +6.7% | 13,163 | +2.9% | 0.01% | 0.0% |
| Q2 2020 | $388,000 | +10.5% | 12,787 | +0.7% | 0.01% | -11.1% |
| Q1 2020 | $351,000 | -22.7% | 12,693 | +0.7% | 0.01% | +12.5% |
| Q4 2019 | $454,000 | +3.9% | 12,607 | +0.6% | 0.01% | -11.1% |
| Q3 2019 | $437,000 | +4.0% | 12,537 | +0.6% | 0.01% | +12.5% |
| Q2 2019 | $420,000 | +4.7% | 12,458 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $401,000 | +66.4% | 12,343 | +49.2% | 0.01% | +60.0% |
| Q4 2018 | $241,000 | -7.3% | 8,275 | +0.5% | 0.01% | 0.0% |
| Q3 2018 | $260,000 | – | 8,233 | – | 0.01% | – |
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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% |