FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 198 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $6,667 | +0.6% | 166 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6,625 | +10.4% | 166 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $6,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 166 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $7,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | -89.6% | 166 | -92.5% | 0.00% | -90.9% |
Q2 2020 | $67,000 | +4.7% | 2,226 | -3.4% | 0.01% | -8.3% |
Q1 2020 | $64,000 | -17.9% | 2,305 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $78,000 | +4.0% | 2,305 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $75,000 | +11.9% | 2,305 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $67,000 | -8.2% | 2,305 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $73,000 | +2.8% | 2,305 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $71,000 | +2.9% | 2,305 | 0.0% | 0.01% | -6.7% |
Q1 2018 | $69,000 | -2.8% | 2,305 | 0.0% | 0.02% | -6.2% |
Q4 2017 | $71,000 | +2.9% | 2,305 | 0.0% | 0.02% | -5.9% |
Q3 2017 | $69,000 | +3.0% | 2,305 | 0.0% | 0.02% | +6.2% |
Q2 2017 | $67,000 | 0.0% | 2,305 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $67,000 | +3.1% | 2,305 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $65,000 | +4.8% | 2,305 | 0.0% | 0.02% | +14.3% |
Q3 2016 | $62,000 | 0.0% | 2,305 | 0.0% | 0.01% | -6.7% |
Q2 2016 | $62,000 | +5.1% | 2,305 | 0.0% | 0.02% | -11.8% |
Q1 2016 | $59,000 | +7.3% | 2,305 | 0.0% | 0.02% | +13.3% |
Q4 2015 | $55,000 | +3.8% | 2,305 | 0.0% | 0.02% | -6.2% |
Q3 2015 | $53,000 | -5.4% | 2,305 | -3.4% | 0.02% | -5.9% |
Q2 2015 | $56,000 | -1.8% | 2,385 | 0.0% | 0.02% | -5.6% |
Q1 2015 | $57,000 | -1.7% | 2,385 | 0.0% | 0.02% | -10.0% |
Q4 2014 | $58,000 | -4.9% | 2,385 | -12.5% | 0.02% | -9.1% |
Q3 2014 | $61,000 | – | 2,725 | – | 0.02% | – |
Download |
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% |