FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,248,062 | +1156.6% | 354,321 | +1247.4% | 0.00% | – |
| Q2 2023 | $1,054,247 | -85.6% | 26,297 | -85.6% | 0.00% | -100.0% |
| Q1 2023 | $7,316,590 | +118.1% | 182,186 | +94.4% | 0.00% | +100.0% |
| Q3 2022 | $3,354,000 | +968.2% | 93,724 | +1060.0% | 0.00% | – |
| Q2 2022 | $314,000 | -42.2% | 8,080 | -37.1% | 0.00% | – |
| Q1 2022 | $543,000 | -69.7% | 12,841 | -72.8% | 0.00% | – |
| Q1 2021 | $1,793,000 | -44.6% | 47,215 | -47.5% | 0.00% | -100.0% |
| Q4 2019 | $3,238,000 | +126.8% | 89,857 | +119.4% | 0.00% | 0.0% |
| Q3 2019 | $1,428,000 | -30.9% | 40,947 | -40.8% | 0.00% | 0.0% |
| Q1 2018 | $2,067,000 | +415.5% | 69,143 | +432.4% | 0.00% | – |
| Q4 2017 | $401,000 | -56.9% | 12,988 | -66.6% | 0.00% | -100.0% |
| Q4 2015 | $930,000 | +63.2% | 38,924 | +59.6% | 0.00% | – |
| Q2 2015 | $570,000 | – | 24,386 | – | 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% |