FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 57 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $19,207,000 | -26.6% | 610,526 | -29.3% | 0.64% | -33.4% |
| Q2 2020 | $26,185,000 | +20.3% | 863,612 | +9.8% | 0.97% | +3.4% |
| Q1 2020 | $21,772,000 | -28.1% | 786,564 | -6.5% | 0.94% | -8.5% |
| Q4 2019 | $30,301,000 | +60.7% | 841,097 | +55.6% | 1.02% | +52.5% |
| Q3 2019 | $18,855,000 | +30.1% | 540,487 | +25.9% | 0.67% | +34.2% |
| Q2 2019 | $14,488,000 | +14.3% | 429,408 | +10.0% | 0.50% | +15.2% |
| Q1 2019 | $12,676,000 | +34.7% | 390,542 | +21.0% | 0.43% | +16.7% |
| Q4 2018 | $9,411,000 | +10.9% | 322,855 | +19.9% | 0.37% | +27.8% |
| Q3 2018 | $8,484,000 | -19.9% | 269,183 | -23.1% | 0.29% | -27.1% |
| Q2 2018 | $10,590,000 | -13.9% | 350,021 | -15.0% | 0.40% | -15.8% |
| Q1 2018 | $12,296,000 | +0.1% | 411,603 | +3.2% | 0.47% | -3.1% |
| Q4 2017 | $12,284,000 | +21.2% | 398,687 | +17.1% | 0.49% | +11.9% |
| Q3 2017 | $10,134,000 | +4.6% | 340,534 | +2.9% | 0.44% | +1.2% |
| Q2 2017 | $9,691,000 | +90.4% | 331,045 | +88.7% | 0.43% | +64.3% |
| Q1 2017 | $5,091,000 | -7.8% | 175,408 | -10.9% | 0.26% | -5.7% |
| Q4 2016 | $5,519,000 | +7.9% | 196,880 | +4.0% | 0.28% | +3.0% |
| Q3 2016 | $5,113,000 | +25.6% | 189,375 | +25.6% | 0.27% | +19.9% |
| Q2 2016 | $4,070,000 | +11.5% | 150,731 | +6.1% | 0.23% | +11.3% |
| Q1 2016 | $3,651,000 | +190.7% | 142,055 | +170.1% | 0.20% | +212.3% |
| Q4 2015 | $1,256,000 | -54.5% | 52,584 | -56.5% | 0.06% | -57.2% |
| Q3 2015 | $2,762,000 | -29.0% | 120,992 | -27.3% | 0.15% | -12.6% |
| Q2 2015 | $3,889,000 | +4.2% | 166,329 | +7.4% | 0.17% | -29.6% |
| Q1 2015 | $3,732,000 | +12.3% | 154,910 | +12.6% | 0.25% | +2.1% |
| Q4 2014 | $3,324,000 | +45.3% | 137,585 | +35.0% | 0.24% | +33.7% |
| Q3 2014 | $2,287,000 | +299.1% | 101,937 | +305.8% | 0.18% | +331.0% |
| Q2 2014 | $573,000 | +65.1% | 25,123 | +58.6% | 0.04% | +61.5% |
| Q1 2014 | $347,000 | -6.2% | 15,837 | -8.7% | 0.03% | -13.3% |
| Q4 2013 | $370,000 | +25.4% | 17,354 | +18.1% | 0.03% | +76.5% |
| Q3 2013 | $295,000 | -6.9% | 14,699 | -8.9% | 0.02% | -32.0% |
| Q2 2013 | $317,000 | – | 16,133 | – | 0.02% | – |
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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% |