FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,762,525 | +10.2% | 234,354 | +18.2% | 0.33% | +15.1% |
| Q2 2023 | $7,949,262 | -41.7% | 198,285 | -41.6% | 0.28% | -37.1% |
| Q1 2023 | $13,640,593 | -4.8% | 339,656 | -5.3% | 0.45% | -11.5% |
| Q4 2022 | $14,321,171 | -32.9% | 358,836 | -39.8% | 0.51% | -37.0% |
| Q3 2022 | $21,341,000 | -12.5% | 596,282 | -5.1% | 0.81% | -4.0% |
| Q2 2022 | $24,378,000 | -7.3% | 628,128 | +1.0% | 0.85% | +7.5% |
| Q1 2022 | $26,300,000 | +122.2% | 621,753 | +126.1% | 0.79% | +138.8% |
| Q4 2021 | $11,835,000 | +14.5% | 274,977 | +4.2% | 0.33% | +6.1% |
| Q3 2021 | $10,340,000 | -39.6% | 263,782 | -38.7% | 0.31% | -39.0% |
| Q2 2021 | $17,112,000 | +0.6% | 430,264 | -3.9% | 0.51% | -6.1% |
| Q1 2021 | $17,008,000 | +17.8% | 447,826 | +8.8% | 0.54% | +10.6% |
| Q4 2020 | $14,434,000 | +28.1% | 411,571 | +14.9% | 0.49% | +10.1% |
| Q3 2020 | $11,271,000 | +4.3% | 358,250 | +0.5% | 0.45% | -5.9% |
| Q2 2020 | $10,806,000 | +14.3% | 356,397 | +4.3% | 0.47% | -15.5% |
| Q1 2020 | $9,457,000 | -35.3% | 341,668 | -15.7% | 0.56% | -8.9% |
| Q4 2019 | $14,611,000 | +13.9% | 405,525 | +10.2% | 0.62% | 0.0% |
| Q3 2019 | $12,832,000 | +14.1% | 367,994 | +10.4% | 0.62% | +6.4% |
| Q2 2019 | $11,247,000 | -15.0% | 333,342 | -18.2% | 0.58% | -23.0% |
| Q1 2019 | $13,238,000 | +82.9% | 407,713 | +63.8% | 0.75% | +43.0% |
| Q4 2018 | $7,237,000 | +6.0% | 248,859 | +15.3% | 0.53% | +31.2% |
| Q3 2018 | $6,826,000 | -17.7% | 215,746 | -21.3% | 0.40% | -27.9% |
| Q2 2018 | $8,299,000 | +4.8% | 274,066 | +3.4% | 0.56% | -4.0% |
| Q1 2018 | $7,919,000 | -19.8% | 264,939 | -17.1% | 0.58% | -23.8% |
| Q4 2017 | $9,868,000 | +8.3% | 319,751 | +4.4% | 0.76% | +1.1% |
| Q3 2017 | $9,115,000 | +34.4% | 306,369 | +32.1% | 0.75% | +18.1% |
| Q2 2017 | $6,784,000 | +6.4% | 231,948 | +5.5% | 0.64% | +3.1% |
| Q1 2017 | $6,377,000 | +31.3% | 219,805 | +26.9% | 0.62% | +16.4% |
| Q4 2016 | $4,855,000 | +124.0% | 173,207 | +115.8% | 0.53% | +106.6% |
| Q3 2016 | $2,167,000 | +154.3% | 80,270 | +154.0% | 0.26% | +131.5% |
| Q2 2016 | $852,000 | +1.8% | 31,598 | -2.9% | 0.11% | -2.6% |
| Q1 2016 | $837,000 | +38.1% | 32,540 | +28.2% | 0.11% | +34.1% |
| Q4 2015 | $606,000 | +11.0% | 25,385 | +5.9% | 0.08% | -2.3% |
| Q3 2015 | $546,000 | -19.0% | 23,968 | -16.9% | 0.09% | -6.5% |
| Q2 2015 | $674,000 | -0.6% | 28,827 | +2.5% | 0.09% | +3.3% |
| Q1 2015 | $678,000 | +78.4% | 28,128 | +78.8% | 0.09% | +80.0% |
| Q4 2014 | $380,000 | – | 15,734 | – | 0.05% | – |
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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% |