FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 128 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,063 | -2.2% | 32,176 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $1,230,616 | +46.9% | 30,696 | +47.1% | 0.00% | +100.0% |
| Q1 2023 | $837,800 | -2.4% | 20,862 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $858,763 | +76.3% | 21,517 | +58.1% | 0.00% | 0.0% |
| Q3 2022 | $487,000 | -15.3% | 13,611 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $575,000 | +5.3% | 14,823 | +14.8% | 0.00% | 0.0% |
| Q1 2022 | $546,000 | +13.8% | 12,911 | +15.8% | 0.00% | 0.0% |
| Q4 2021 | $480,000 | +10.3% | 11,150 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $435,000 | -7.6% | 11,107 | -6.2% | 0.00% | 0.0% |
| Q2 2021 | $471,000 | -22.0% | 11,844 | -25.5% | 0.00% | 0.0% |
| Q1 2021 | $604,000 | +44.2% | 15,902 | +33.0% | 0.00% | 0.0% |
| Q4 2020 | $419,000 | +11.4% | 11,955 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $376,000 | -25.4% | 11,962 | -28.0% | 0.00% | 0.0% |
| Q2 2020 | $504,000 | +26.0% | 16,623 | +15.2% | 0.00% | 0.0% |
| Q1 2020 | $400,000 | -34.5% | 14,435 | -14.9% | 0.00% | -50.0% |
| Q4 2019 | $611,000 | +0.3% | 16,970 | -2.8% | 0.00% | 0.0% |
| Q3 2019 | $609,000 | +0.7% | 17,467 | -2.6% | 0.00% | 0.0% |
| Q2 2019 | $605,000 | +30.7% | 17,933 | +25.7% | 0.00% | 0.0% |
| Q1 2019 | $463,000 | +14.3% | 14,265 | +2.4% | 0.00% | 0.0% |
| Q4 2018 | $405,000 | -38.4% | 13,933 | -33.0% | 0.00% | 0.0% |
| Q3 2018 | $658,000 | +35.1% | 20,805 | +29.2% | 0.00% | 0.0% |
| Q2 2018 | $487,000 | +71.5% | 16,098 | +69.2% | 0.00% | +100.0% |
| Q1 2018 | $284,000 | -38.1% | 9,513 | -36.0% | 0.00% | -50.0% |
| Q4 2017 | $459,000 | -10.7% | 14,875 | -13.9% | 0.00% | 0.0% |
| Q3 2017 | $514,000 | +10.1% | 17,283 | +8.1% | 0.00% | 0.0% |
| Q2 2017 | $467,000 | -2.9% | 15,981 | -3.5% | 0.00% | -33.3% |
| Q1 2017 | $481,000 | +31.4% | 16,569 | +27.0% | 0.00% | +50.0% |
| Q4 2016 | $366,000 | +8.0% | 13,044 | +4.0% | 0.00% | 0.0% |
| Q3 2016 | $339,000 | +10.8% | 12,544 | +10.6% | 0.00% | 0.0% |
| Q2 2016 | $306,000 | +7.0% | 11,344 | +2.2% | 0.00% | 0.0% |
| Q1 2016 | $286,000 | +19.2% | 11,097 | +10.3% | 0.00% | 0.0% |
| Q4 2015 | $240,000 | -4.8% | 10,057 | -9.0% | 0.00% | 0.0% |
| Q3 2015 | $252,000 | +8.2% | 11,057 | +14.5% | 0.00% | 0.0% |
| Q1 2015 | $233,000 | +19.5% | 9,657 | +19.9% | 0.00% | 0.0% |
| Q4 2014 | $195,000 | +112.0% | 8,055 | +96.5% | 0.00% | +100.0% |
| Q3 2014 | $92,000 | -2.1% | 4,100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $94,000 | +4.4% | 4,100 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $90,000 | +2150.0% | 4,100 | +1929.7% | 0.00% | – |
| Q3 2013 | $4,000 | – | 202 | – | 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% |