FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,826 | -6.9% | 25,109 | -0.1% | 0.17% | -0.6% |
| Q2 2023 | $1,007,943 | -0.2% | 25,142 | 0.0% | 0.17% | -11.9% |
| Q1 2023 | $1,009,703 | +0.6% | 25,142 | 0.0% | 0.19% | -8.5% |
| Q4 2022 | $1,003,417 | +12.6% | 25,142 | +1.0% | 0.21% | +5.5% |
| Q3 2022 | $891,000 | -11.3% | 24,900 | -3.9% | 0.20% | +1.5% |
| Q2 2022 | $1,005,000 | -11.6% | 25,900 | -3.6% | 0.20% | +7.1% |
| Q1 2022 | $1,137,000 | -2.3% | 26,871 | -0.6% | 0.18% | -3.2% |
| Q4 2021 | $1,164,000 | +9.8% | 27,036 | 0.0% | 0.19% | +2.2% |
| Q3 2021 | $1,060,000 | -1.4% | 27,036 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $1,075,000 | +2.7% | 27,036 | -1.9% | 0.19% | -5.0% |
| Q1 2021 | $1,047,000 | +8.3% | 27,570 | 0.0% | 0.20% | +3.6% |
| Q4 2020 | $967,000 | – | 27,570 | – | 0.19% | – |
Download | ||||||
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% |