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 | $10,320 | -45.9% | 276 | -42.0% | 0.00% | – |
| Q2 2023 | $19,083 | +72.2% | 476 | +72.5% | 0.00% | – |
| Q1 2023 | $11,084 | +0.6% | 276 | 0.0% | 0.00% | – |
| Q4 2022 | $11,015 | -31.2% | 276 | -40.0% | 0.00% | – |
| Q3 2022 | $16,000 | +45.5% | 460 | +66.7% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 276 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 276 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 276 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | +57.1% | 276 | +52.5% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | -58.8% | 181 | -66.9% | 0.00% | -100.0% |
| Q4 2020 | $17,000 | 0.0% | 547 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +240.0% | 547 | +202.2% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 181 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | +75.0% | 181 | +20.7% | 0.00% | – |
| Q2 2017 | $4,000 | -33.3% | 150 | -21.1% | 0.00% | – |
| Q1 2017 | $6,000 | -66.7% | 190 | -75.6% | 0.00% | -100.0% |
| Q2 2015 | $18,000 | +800.0% | 780 | +687.9% | 0.00% | +100.0% |
| Q2 2013 | $2,000 | – | 99 | – | 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% |