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 | $13,898,184 | +159.2% | 371,708 | +177.9% | 0.00% | +200.0% |
| Q2 2023 | $5,362,082 | +29.4% | 133,751 | +29.6% | 0.00% | 0.0% |
| Q1 2023 | $4,145,169 | +5.0% | 103,216 | +4.3% | 0.00% | 0.0% |
| Q4 2022 | $3,949,155 | +136.6% | 98,952 | +112.2% | 0.00% | – |
| Q3 2022 | $1,669,000 | +40.6% | 46,632 | +52.5% | 0.00% | – |
| Q2 2022 | $1,187,000 | +80.9% | 30,579 | +97.3% | 0.00% | – |
| Q1 2022 | $656,000 | -5.6% | 15,502 | -4.0% | 0.00% | – |
| Q4 2021 | $695,000 | +43.9% | 16,144 | +31.0% | 0.00% | – |
| Q3 2021 | $483,000 | -0.6% | 12,324 | +0.8% | 0.00% | – |
| Q2 2021 | $486,000 | +9.7% | 12,226 | +4.9% | 0.00% | – |
| Q1 2021 | $443,000 | -5.1% | 11,651 | -12.6% | 0.00% | – |
| Q4 2020 | $467,000 | +15.3% | 13,337 | +3.5% | 0.00% | – |
| Q3 2020 | $405,000 | -49.8% | 12,891 | -51.6% | 0.00% | – |
| Q2 2020 | $806,000 | -7.1% | 26,612 | -15.2% | 0.00% | – |
| Q1 2020 | $868,000 | +36.3% | 31,368 | +77.3% | 0.00% | – |
| Q4 2019 | $637,000 | -18.0% | 17,694 | -20.7% | 0.00% | – |
| Q3 2019 | $777,000 | +11.5% | 22,305 | +7.9% | 0.00% | – |
| Q2 2019 | $697,000 | +5.3% | 20,665 | +1.4% | 0.00% | – |
| Q1 2019 | $662,000 | -28.0% | 20,379 | -35.6% | 0.00% | – |
| Q4 2018 | $920,000 | +28.0% | 31,649 | +31.5% | 0.00% | – |
| Q1 2018 | $719,000 | +128.3% | 24,064 | +135.7% | 0.00% | – |
| Q4 2017 | $315,000 | – | 10,209 | – | 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% |