FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,632 | -7.1% | 230,862 | -0.4% | 0.05% | -7.0% |
| Q2 2023 | $9,292 | -2.5% | 231,780 | -2.3% | 0.06% | -10.9% |
| Q1 2023 | $9,531 | +28.5% | 237,323 | +27.7% | 0.06% | +16.4% |
| Q4 2022 | $7,420 | -99.9% | 185,916 | +2.5% | 0.06% | +5.8% |
| Q3 2022 | $6,490,000 | -11.0% | 181,347 | -3.4% | 0.05% | -7.1% |
| Q2 2022 | $7,289,000 | -6.6% | 187,803 | +1.7% | 0.06% | +1.8% |
| Q1 2022 | $7,808,000 | +18.0% | 184,594 | +20.0% | 0.06% | +17.0% |
| Q4 2021 | $6,618,000 | +10.8% | 153,772 | +2.4% | 0.05% | -2.1% |
| Q2 2021 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $5,971,000 | +1165.0% | 150,138 | +824.7% | 0.05% | +300.0% |
| Q4 2018 | $472,000 | +48.4% | 16,236 | +61.3% | 0.01% | +50.0% |
| Q3 2018 | $318,000 | +55.9% | 10,066 | +49.5% | 0.01% | +14.3% |
| Q2 2018 | $204,000 | +229.0% | 6,731 | +225.8% | 0.01% | +250.0% |
| Q1 2018 | $62,000 | -1.6% | 2,066 | +0.5% | 0.00% | -33.3% |
| Q4 2017 | $63,000 | +3.3% | 2,056 | +0.6% | 0.00% | 0.0% |
| Q3 2017 | $61,000 | +3.4% | 2,043 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $59,000 | 0.0% | 2,034 | +0.6% | 0.00% | 0.0% |
| Q1 2017 | $59,000 | +5.4% | 2,022 | +0.5% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | – | 2,012 | – | 0.00% | – |
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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% |