FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,185,605 | -7.4% | 673,603 | -0.7% | 0.07% | -6.8% |
| Q2 2023 | $27,196,735 | +97229.3% | 678,383 | -2.5% | 0.07% | -9.9% |
| Q1 2023 | $27,943 | -14.7% | 695,792 | -15.3% | 0.08% | -22.9% |
| Q4 2022 | $32,766 | -97.5% | 821,003 | +2117.6% | 0.10% | +2000.0% |
| Q3 2022 | $1,325,000 | +3.8% | 37,022 | +12.5% | 0.01% | 0.0% |
| Q2 2022 | $1,277,000 | -9.4% | 32,911 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $1,410,000 | +32.5% | 33,335 | +34.9% | 0.01% | +25.0% |
| Q4 2021 | $1,064,000 | – | 24,711 | – | 0.00% | – |
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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% |