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 | $59,311,000 | +1.1% | 1,585,870 | +8.4% | 0.11% | -3.5% |
| Q2 2023 | $58,638,000 | +38.5% | 1,462,982 | +38.8% | 0.12% | +25.0% |
| Q1 2023 | $42,324,000 | +0.7% | 1,054,108 | +0.1% | 0.09% | -4.2% |
| Q4 2022 | $42,037,000 | +27.2% | 1,052,879 | +14.0% | 0.10% | +7.9% |
| Q3 2022 | $33,054,000 | -6.3% | 923,209 | +1.7% | 0.09% | -2.2% |
| Q2 2022 | $35,267,000 | -8.1% | 908,048 | +0.1% | 0.09% | +5.8% |
| Q1 2022 | $38,368,000 | -0.8% | 906,921 | +0.9% | 0.09% | +1.2% |
| Q4 2021 | $38,689,000 | +14.4% | 898,784 | +4.2% | 0.08% | -6.6% |
| Q3 2021 | $33,818,000 | -0.9% | 862,260 | +0.5% | 0.09% | -8.1% |
| Q2 2021 | $34,141,000 | +6.8% | 858,116 | +2.0% | 0.10% | -2.0% |
| Q1 2021 | $31,955,000 | +14.6% | 841,057 | +5.8% | 0.10% | -12.9% |
| Q4 2020 | $27,878,000 | +17.9% | 794,680 | +5.7% | 0.12% | +1.8% |
| Q3 2020 | $23,645,000 | +8.6% | 751,489 | +4.6% | 0.11% | -4.2% |
| Q2 2020 | $21,770,000 | +40.5% | 718,141 | +28.3% | 0.12% | +19.0% |
| Q1 2020 | $15,496,000 | -25.3% | 559,856 | -2.7% | 0.10% | -18.7% |
| Q4 2019 | $20,732,000 | +18.1% | 575,447 | +14.3% | 0.12% | +28.1% |
| Q3 2019 | $17,558,000 | +44.8% | 503,582 | +40.1% | 0.10% | +33.3% |
| Q2 2019 | $12,128,000 | +19.5% | 359,368 | +14.9% | 0.07% | +5.9% |
| Q1 2019 | $10,153,000 | +31.8% | 312,851 | +18.1% | 0.07% | +15.3% |
| Q4 2018 | $7,705,000 | +1171.5% | 264,947 | +1285.6% | 0.06% | +1375.0% |
| Q3 2018 | $606,000 | +13.3% | 19,122 | +8.2% | 0.00% | 0.0% |
| Q2 2018 | $535,000 | +19.4% | 17,676 | +17.9% | 0.00% | 0.0% |
| Q1 2018 | $448,000 | -2.8% | 14,995 | +0.3% | 0.00% | 0.0% |
| Q4 2017 | $461,000 | +18.5% | 14,956 | +14.5% | 0.00% | +33.3% |
| Q3 2017 | $389,000 | +1.6% | 13,062 | -0.3% | 0.00% | 0.0% |
| Q2 2017 | $383,000 | +70.2% | 13,107 | +68.9% | 0.00% | +50.0% |
| Q1 2017 | $225,000 | -7.4% | 7,760 | -10.8% | 0.00% | -33.3% |
| Q4 2016 | $243,000 | – | 8,695 | – | 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% |