FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,827 | +41.4% | 12,940 | +51.8% | 0.01% | -28.6% |
| Q1 2023 | $342,244 | -38.9% | 8,522 | -41.0% | 0.01% | -65.0% |
| Q2 2022 | $560,000 | -40.3% | 14,436 | -34.9% | 0.02% | -39.4% |
| Q1 2022 | $938,000 | +353.1% | 22,180 | +237.5% | 0.03% | +725.0% |
| Q3 2020 | $207,000 | -43.1% | 6,572 | -45.3% | 0.00% | -50.0% |
| Q2 2020 | $364,000 | -45.0% | 12,016 | -49.8% | 0.01% | -46.7% |
| Q1 2020 | $662,000 | -23.4% | 23,926 | -0.3% | 0.02% | +150.0% |
| Q4 2019 | $864,000 | +118.7% | 23,992 | +112.0% | 0.01% | +50.0% |
| Q3 2019 | $395,000 | +30.8% | 11,315 | +9.0% | 0.00% | 0.0% |
| Q4 2018 | $302,000 | +4.1% | 10,380 | +13.4% | 0.00% | +100.0% |
| Q3 2018 | $290,000 | -24.1% | 9,152 | -27.5% | 0.00% | 0.0% |
| Q2 2018 | $382,000 | – | 12,621 | – | 0.00% | – |
Download | ||||||
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% |