FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $27,559,000 | +12.7% | 770,022 | +23.3% | 1.18% | +15.0% |
| Q2 2022 | $24,445,000 | -0.8% | 624,269 | +7.1% | 1.03% | +8.8% |
| Q1 2022 | $24,639,000 | -12.4% | 582,793 | -11.2% | 0.95% | -28.1% |
| Q4 2021 | $28,117,000 | +2.8% | 655,971 | -6.0% | 1.32% | -1.3% |
| Q3 2021 | $27,353,000 | -2.7% | 697,785 | -1.2% | 1.34% | +4.9% |
| Q2 2021 | $28,101,000 | +5.6% | 706,592 | +0.9% | 1.27% | -8.2% |
| Q1 2021 | $26,600,000 | +21.4% | 700,380 | +12.1% | 1.39% | +18.5% |
| Q4 2020 | $21,918,000 | +79.6% | 624,975 | +61.1% | 1.17% | +15.8% |
| Q3 2020 | $12,201,000 | +19.1% | 387,825 | +15.1% | 1.01% | +7.1% |
| Q2 2020 | $10,248,000 | +39.7% | 337,031 | +21.4% | 0.94% | +42.4% |
| Q1 2020 | $7,336,000 | +7.2% | 277,658 | +46.1% | 0.66% | +34.5% |
| Q4 2019 | $6,845,000 | +29.0% | 189,997 | +23.2% | 0.49% | +22.3% |
| Q3 2019 | $5,308,000 | +4.7% | 154,197 | +2.5% | 0.40% | +5.5% |
| Q2 2019 | $5,072,000 | -1.9% | 150,379 | -5.2% | 0.38% | -12.6% |
| Q1 2019 | $5,170,000 | +12.9% | 158,606 | +3.4% | 0.44% | +7.1% |
| Q4 2018 | $4,581,000 | -1.6% | 153,420 | -1.5% | 0.41% | +42.7% |
| Q1 2018 | $4,654,000 | +110.4% | 155,726 | +117.1% | 0.29% | +23.8% |
| Q4 2017 | $2,212,000 | -34.8% | 71,736 | -37.1% | 0.23% | -58.2% |
| Q3 2017 | $3,393,000 | -0.1% | 114,050 | -1.8% | 0.55% | +13.3% |
| Q2 2017 | $3,397,000 | -25.6% | 116,153 | -28.7% | 0.49% | -34.3% |
| Q4 2016 | $4,566,000 | -19.2% | 162,914 | -22.2% | 0.74% | -8.1% |
| Q3 2016 | $5,654,000 | +445.8% | 209,398 | +445.0% | 0.81% | +313.3% |
| Q2 2016 | $1,036,000 | – | 38,424 | – | 0.20% | – |
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% |