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 | $4,059,953 | -9.1% | 108,584 | -2.5% | 0.08% | -7.7% |
| Q2 2023 | $4,465,413 | -4.2% | 111,385 | -4.1% | 0.09% | -9.0% |
| Q1 2023 | $4,662,768 | -4.7% | 116,105 | -5.3% | 0.10% | -11.5% |
| Q4 2022 | $4,891,103 | +10.7% | 122,553 | -0.7% | 0.11% | +27.0% |
| Q3 2022 | $4,419,000 | -2.4% | 123,465 | +5.8% | 0.09% | +1.1% |
| Q2 2022 | $4,529,000 | -1.6% | 116,704 | +7.3% | 0.09% | +8.6% |
| Q1 2022 | $4,601,000 | +5.9% | 108,780 | +7.8% | 0.08% | +8.0% |
| Q4 2021 | $4,343,000 | +13.2% | 100,905 | +3.1% | 0.08% | +7.1% |
| Q3 2021 | $3,838,000 | +4.2% | 97,915 | +5.8% | 0.07% | +4.5% |
| Q2 2021 | $3,682,000 | +2.8% | 92,591 | -1.8% | 0.07% | -2.9% |
| Q1 2021 | $3,581,000 | +15.5% | 94,296 | +6.7% | 0.07% | +9.5% |
| Q4 2020 | $3,100,000 | +17.2% | 88,395 | +5.1% | 0.06% | +5.0% |
| Q3 2020 | $2,646,000 | +0.5% | 84,123 | -3.2% | 0.06% | -3.2% |
| Q2 2020 | $2,634,000 | +31.8% | 86,887 | +20.3% | 0.06% | +19.2% |
| Q1 2020 | $1,999,000 | -17.1% | 72,220 | +8.0% | 0.05% | 0.0% |
| Q4 2019 | $2,410,000 | +13.6% | 66,901 | +10.0% | 0.05% | +10.6% |
| Q3 2019 | $2,121,000 | +15.1% | 60,816 | +11.4% | 0.05% | +17.5% |
| Q2 2019 | $1,842,000 | +19.0% | 54,599 | +14.5% | 0.04% | +17.6% |
| Q1 2019 | $1,548,000 | +7.1% | 47,687 | -4.1% | 0.03% | -2.9% |
| Q4 2018 | $1,446,000 | -11.8% | 49,725 | -4.1% | 0.04% | -2.8% |
| Q3 2018 | $1,640,000 | -35.4% | 51,845 | -38.1% | 0.04% | -35.7% |
| Q2 2018 | $2,538,000 | +9.7% | 83,808 | +8.3% | 0.06% | +9.8% |
| Q1 2018 | $2,313,000 | +15.1% | 77,371 | +18.8% | 0.05% | +18.6% |
| Q4 2017 | $2,010,000 | – | 65,145 | – | 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% |