FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $598,000 | -39.7% | 21,593 | -21.5% | 0.00% | -25.0% |
| Q4 2019 | $991,000 | +60.6% | 27,497 | +55.4% | 0.00% | +33.3% |
| Q3 2019 | $617,000 | +46.2% | 17,694 | +41.4% | 0.00% | +50.0% |
| Q2 2019 | $422,000 | +81.1% | 12,512 | +62.9% | 0.00% | +100.0% |
| Q2 2018 | $233,000 | +13.7% | 7,679 | +11.7% | 0.00% | 0.0% |
| Q1 2018 | $205,000 | -3.3% | 6,875 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $212,000 | -6.2% | 6,875 | -9.5% | 0.00% | 0.0% |
| Q3 2017 | $226,000 | +1.8% | 7,600 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $222,000 | -3.9% | 7,600 | -11.0% | 0.00% | 0.0% |
| Q3 2016 | $231,000 | -58.4% | 8,543 | -58.5% | 0.00% | -50.0% |
| Q2 2016 | $555,000 | +88.8% | 20,601 | +80.2% | 0.00% | +100.0% |
| Q1 2016 | $294,000 | – | 11,435 | – | 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% |