FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,052,063 | -41.9% | 1,231,668 | -37.7% | 4.26% | -52.6% |
| Q2 2023 | $79,243,136 | -29.0% | 1,976,631 | -28.9% | 8.99% | -54.8% |
| Q1 2023 | $111,574,328 | -45.2% | 2,778,245 | -45.6% | 19.86% | -26.3% |
| Q4 2022 | $203,680,143 | +14.4% | 5,103,486 | +2.6% | 26.96% | +23.9% |
| Q3 2022 | $178,025,000 | +0.7% | 4,974,142 | +9.2% | 21.75% | +2.9% |
| Q2 2022 | $176,724,000 | -8.3% | 4,553,572 | -0.0% | 21.15% | -9.7% |
| Q1 2022 | $192,625,000 | – | 4,553,773 | – | 23.41% | – |
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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% |