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 | $1,466 | +322.5% | 39,222 | +353.8% | 0.15% | +294.6% |
| Q1 2023 | $347 | -100.0% | 8,643 | -52.8% | 0.04% | -35.1% |
| Q1 2022 | $775,000 | -17.9% | 18,314 | -22.8% | 0.06% | -38.0% |
| Q2 2021 | $944,000 | +18.0% | 23,728 | -11.4% | 0.09% | +114.0% |
| Q1 2018 | $800,000 | +206.5% | 26,778 | +205.2% | 0.04% | +230.8% |
| Q3 2017 | $261,000 | -82.9% | 8,773 | -83.3% | 0.01% | -91.7% |
| Q1 2017 | $1,524,000 | +608.8% | 52,520 | +558.0% | 0.16% | +441.4% |
| Q2 2016 | $215,000 | -83.0% | 7,982 | -84.8% | 0.03% | -81.4% |
| Q4 2014 | $1,266,000 | +39.3% | 52,418 | +29.5% | 0.16% | +60.8% |
| Q3 2014 | $909,000 | – | 40,477 | – | 0.10% | – |
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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% |