FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,496 | -12.0% | 14,375 | -5.7% | 0.00% | +33.3% |
| Q2 2023 | $611,051 | -6.2% | 15,242 | -6.0% | 0.00% | -25.0% |
| Q1 2023 | $651,278 | -26.9% | 16,217 | -27.3% | 0.00% | -20.0% |
| Q4 2022 | $890,750 | -10.0% | 22,319 | -19.3% | 0.01% | -16.7% |
| Q3 2022 | $990,000 | -15.0% | 27,673 | -7.8% | 0.01% | 0.0% |
| Q2 2022 | $1,165,000 | -13.9% | 30,012 | -6.2% | 0.01% | -14.3% |
| Q1 2022 | $1,353,000 | -2.6% | 31,984 | -0.9% | 0.01% | +16.7% |
| Q4 2021 | $1,389,000 | -10.3% | 32,279 | -18.2% | 0.01% | -25.0% |
| Q3 2021 | $1,548,000 | -7.1% | 39,479 | -5.8% | 0.01% | 0.0% |
| Q2 2021 | $1,667,000 | +4.7% | 41,908 | -0.0% | 0.01% | -11.1% |
| Q1 2021 | $1,592,000 | +5.6% | 41,909 | -2.5% | 0.01% | 0.0% |
| Q4 2020 | $1,507,000 | +10.4% | 42,979 | -1.0% | 0.01% | 0.0% |
| Q3 2020 | $1,365,000 | -19.5% | 43,397 | -22.4% | 0.01% | -25.0% |
| Q2 2020 | $1,695,000 | +4.8% | 55,894 | -4.3% | 0.01% | -7.7% |
| Q1 2020 | $1,617,000 | -16.6% | 58,404 | +8.5% | 0.01% | 0.0% |
| Q4 2019 | $1,940,000 | -1.3% | 53,830 | -4.5% | 0.01% | -7.1% |
| Q3 2019 | $1,966,000 | +2.0% | 56,381 | -1.3% | 0.01% | +7.7% |
| Q2 2019 | $1,928,000 | +1.5% | 57,150 | -2.3% | 0.01% | 0.0% |
| Q1 2019 | $1,900,000 | +1.5% | 58,512 | -9.1% | 0.01% | -13.3% |
| Q4 2018 | $1,872,000 | -8.7% | 64,374 | -0.7% | 0.02% | +7.1% |
| Q3 2018 | $2,051,000 | -14.0% | 64,822 | -17.7% | 0.01% | -22.2% |
| Q2 2018 | $2,386,000 | -22.9% | 78,796 | -23.9% | 0.02% | -25.0% |
| Q1 2018 | $3,095,000 | -24.9% | 103,532 | -22.2% | 0.02% | -27.3% |
| Q4 2017 | $4,119,000 | -12.8% | 133,156 | -16.1% | 0.03% | -17.5% |
| Q3 2017 | $4,722,000 | +0.2% | 158,728 | -1.4% | 0.04% | -4.8% |
| Q2 2017 | $4,711,000 | – | 161,046 | – | 0.04% | – |
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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% |