FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,933,252 | -72.9% | 48,223 | -72.9% | 0.13% | -67.5% |
| Q1 2023 | $7,133,434 | +3.0% | 177,625 | +2.3% | 0.39% | -13.3% |
| Q4 2022 | $6,928,181 | -34.1% | 173,595 | -40.9% | 0.45% | -40.6% |
| Q3 2022 | $10,506,000 | -5.8% | 293,544 | +2.2% | 0.76% | -3.8% |
| Q2 2022 | $11,150,000 | -10.1% | 287,300 | -2.0% | 0.79% | +3.8% |
| Q1 2022 | $12,406,000 | +8.5% | 293,276 | +10.4% | 0.76% | +6.7% |
| Q4 2021 | $11,439,000 | +20.1% | 265,767 | +9.4% | 0.71% | -1.8% |
| Q3 2021 | $9,521,000 | +6.4% | 242,873 | +7.9% | 0.72% | +5.5% |
| Q2 2021 | $8,948,000 | +6.4% | 224,995 | +1.6% | 0.69% | -4.1% |
| Q1 2021 | $8,408,000 | -2.5% | 221,374 | -10.0% | 0.72% | -12.5% |
| Q4 2020 | $8,628,000 | -34.5% | 246,014 | -41.3% | 0.82% | -18.4% |
| Q3 2020 | $13,178,000 | +126.1% | 418,880 | +117.9% | 1.00% | +27.6% |
| Q2 2020 | $5,829,000 | +77.0% | 192,260 | +61.6% | 0.79% | +48.6% |
| Q1 2020 | $3,294,000 | -8.6% | 118,992 | +19.0% | 0.53% | +3.3% |
| Q4 2019 | $3,604,000 | – | 100,018 | – | 0.51% | – |
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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% |