FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $506,674 | -12.9% | 13,551 | -6.6% | 0.04% | -12.2% |
Q2 2023 | $581,654 | -31.2% | 14,509 | -31.1% | 0.05% | -34.7% |
Q1 2023 | $845,303 | -6.0% | 21,048 | -6.6% | 0.08% | -13.8% |
Q4 2022 | $899,536 | +12.0% | 22,539 | +0.5% | 0.09% | +2.4% |
Q3 2022 | $803,000 | -20.5% | 22,432 | -13.8% | 0.08% | -19.0% |
Q2 2022 | $1,010,000 | -15.1% | 26,018 | -7.4% | 0.10% | -3.7% |
Q1 2022 | $1,189,000 | +2.3% | 28,107 | +4.1% | 0.11% | +5.8% |
Q4 2021 | $1,162,000 | +31.3% | 27,003 | +19.7% | 0.10% | +19.8% |
Q3 2021 | $885,000 | +134.1% | 22,565 | +137.4% | 0.09% | +126.3% |
Q2 2021 | $378,000 | +41.0% | 9,506 | +24.5% | 0.04% | +26.7% |
Q4 2020 | $268,000 | -10.1% | 7,637 | -22.4% | 0.03% | -45.5% |
Q2 2020 | $298,000 | – | 9,843 | – | 0.06% | – |
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% |