FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,415 | +56.8% | 225,078 | +68.4% | 0.08% | +27.3% |
| Q1 2023 | $5,368 | +133.2% | 133,666 | +131.7% | 0.07% | +100.0% |
| Q4 2022 | $2,302 | -99.8% | 57,694 | +89.5% | 0.03% | +175.0% |
| Q3 2022 | $1,089,000 | -42.9% | 30,451 | -31.3% | 0.01% | +9.1% |
| Q4 2021 | $1,906,000 | -2.4% | 44,307 | -13.8% | 0.01% | -45.0% |
| Q1 2021 | $1,952,000 | +132.7% | 51,404 | +114.7% | 0.02% | +17.6% |
| Q4 2020 | $839,000 | -43.3% | 23,941 | -49.1% | 0.02% | -60.5% |
| Q3 2020 | $1,481,000 | +17.5% | 47,078 | +13.2% | 0.04% | +13.2% |
| Q2 2020 | $1,260,000 | +252.9% | 41,574 | +164.7% | 0.04% | -87.5% |
| Q3 2015 | $357,000 | – | 15,706 | – | 0.30% | – |
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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% |