FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,067,368 | -15.1% | 55,292 | -9.0% | 0.16% | -10.4% |
| Q2 2023 | $2,435,628 | -0.6% | 60,754 | -0.4% | 0.18% | -4.2% |
| Q1 2023 | $2,449,279 | -1.8% | 60,988 | -2.4% | 0.19% | -9.5% |
| Q4 2022 | $2,493,058 | +8.3% | 62,467 | -2.9% | 0.21% | -1.4% |
| Q3 2022 | $2,303,000 | -5.5% | 64,334 | +2.4% | 0.21% | -0.9% |
| Q2 2022 | $2,437,000 | -22.7% | 62,796 | -15.7% | 0.22% | -12.2% |
| Q1 2022 | $3,151,000 | -4.9% | 74,493 | -3.3% | 0.25% | -0.4% |
| Q4 2021 | $3,315,000 | +3.9% | 77,018 | -5.4% | 0.25% | -5.4% |
| Q3 2021 | $3,190,000 | -2.2% | 81,382 | -0.8% | 0.26% | -3.3% |
| Q2 2021 | $3,262,000 | -3.0% | 82,021 | -7.3% | 0.27% | -5.9% |
| Q1 2021 | $3,362,000 | +8.7% | 88,524 | +0.3% | 0.29% | -29.1% |
| Q4 2020 | $3,094,000 | – | 88,221 | – | 0.40% | – |
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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% |