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 | $3,421,447 | -45.1% | 91,507 | -41.2% | 0.00% | 0.0% |
| Q2 2023 | $6,236,000 | +82.5% | 155,550 | +82.8% | 0.00% | 0.0% |
| Q1 2023 | $3,416,732 | -51.5% | 85,078 | -56.7% | 0.00% | -50.0% |
| Q3 2022 | $7,039,000 | +624.2% | 196,681 | +756.1% | 0.00% | – |
| Q1 2022 | $972,000 | +68.8% | 22,974 | +58.6% | 0.00% | – |
| Q2 2021 | $576,000 | -60.0% | 14,489 | -68.4% | 0.00% | – |
| Q3 2020 | $1,441,000 | -35.4% | 45,812 | -37.8% | 0.00% | -100.0% |
| Q2 2020 | $2,232,000 | -75.3% | 73,604 | -77.5% | 0.00% | -66.7% |
| Q1 2020 | $9,038,000 | +274.6% | 326,531 | +387.7% | 0.00% | +200.0% |
| Q4 2019 | $2,413,000 | -41.1% | 66,960 | -43.0% | 0.00% | 0.0% |
| Q3 2019 | $4,096,000 | +34.3% | 117,482 | +25.1% | 0.00% | 0.0% |
| Q1 2019 | $3,050,000 | +264.0% | 93,948 | +226.0% | 0.00% | – |
| Q4 2018 | $838,000 | +119.9% | 28,820 | +139.6% | 0.00% | – |
| Q3 2018 | $381,000 | -61.8% | 12,027 | -63.5% | 0.00% | – |
| Q2 2018 | $998,000 | -54.7% | 32,948 | -55.3% | 0.00% | -100.0% |
| Q1 2018 | $2,204,000 | +177.6% | 73,750 | +176.2% | 0.00% | – |
| Q3 2017 | $794,000 | -78.6% | 26,704 | -79.0% | 0.00% | -100.0% |
| Q2 2017 | $3,715,000 | +1032.6% | 127,024 | +1025.1% | 0.00% | – |
| Q1 2017 | $328,000 | -88.5% | 11,290 | -88.9% | 0.00% | -100.0% |
| Q4 2016 | $2,841,000 | +743.0% | 101,345 | +711.6% | 0.00% | – |
| Q3 2016 | $337,000 | -86.8% | 12,487 | -86.8% | 0.00% | -100.0% |
| Q2 2016 | $2,555,000 | +8.6% | 94,770 | +3.6% | 0.00% | 0.0% |
| Q1 2016 | $2,353,000 | -24.5% | 91,438 | -33.2% | 0.00% | 0.0% |
| Q3 2015 | $3,118,000 | +21.9% | 136,803 | +25.0% | 0.00% | 0.0% |
| Q2 2015 | $2,558,000 | +144.3% | 109,417 | +152.4% | 0.00% | – |
| Q4 2014 | $1,047,000 | -35.2% | 43,351 | -38.6% | 0.00% | -100.0% |
| Q2 2014 | $1,616,000 | -37.2% | 70,614 | -39.9% | 0.00% | 0.0% |
| Q1 2014 | $2,574,000 | +443.0% | 117,589 | +431.0% | 0.00% | – |
| Q4 2013 | $474,000 | -56.5% | 22,145 | -60.4% | 0.00% | -100.0% |
| Q2 2013 | $1,090,000 | – | 55,976 | – | 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% |