FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,324 | +1.9% | 11,857 | +9.3% | 0.02% | +11.1% |
| Q2 2023 | $434,919 | -5.0% | 10,849 | -4.8% | 0.02% | -14.3% |
| Q1 2023 | $457,595 | +49476.9% | 11,394 | -50.7% | 0.02% | -16.0% |
| Q4 2022 | $923 | -99.8% | 23,114 | +98.1% | 0.02% | -10.7% |
| Q3 2022 | $418,000 | -30.3% | 11,668 | -17.7% | 0.03% | -15.2% |
| Q1 2022 | $600,000 | -11.4% | 14,180 | -9.9% | 0.03% | -2.9% |
| Q4 2021 | $677,000 | +8.3% | 15,734 | -1.3% | 0.03% | 0.0% |
| Q3 2021 | $625,000 | +0.8% | 15,939 | +2.2% | 0.03% | 0.0% |
| Q2 2021 | $620,000 | +4.2% | 15,599 | -0.4% | 0.03% | -2.9% |
| Q1 2021 | $595,000 | +2.9% | 15,655 | -5.1% | 0.04% | -2.8% |
| Q4 2020 | $578,000 | +18.9% | 16,493 | +6.7% | 0.04% | +2.9% |
| Q3 2020 | $486,000 | +11.0% | 15,451 | +7.0% | 0.04% | +9.4% |
| Q2 2020 | $438,000 | +9.5% | 14,442 | -0.1% | 0.03% | -17.9% |
| Q1 2020 | $400,000 | – | 14,453 | – | 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% |