FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,137,661 | +0.1% | 57,172 | +7.3% | 0.06% | +6.6% |
| Q2 2023 | $2,135,153 | -24.7% | 53,259 | -24.5% | 0.06% | -27.4% |
| Q1 2023 | $2,834,091 | +134408.4% | 70,570 | +33.7% | 0.08% | +42.4% |
| Q4 2022 | $2,107 | -99.8% | 52,797 | +60.7% | 0.06% | +63.9% |
| Q3 2022 | $1,176,000 | -33.0% | 32,845 | -27.3% | 0.04% | -35.7% |
| Q2 2022 | $1,754,000 | -44.5% | 45,197 | -39.5% | 0.06% | -37.8% |
| Q1 2022 | $3,161,000 | -3.4% | 74,735 | -1.7% | 0.09% | -7.2% |
| Q4 2021 | $3,271,000 | +14.0% | 76,004 | +3.8% | 0.10% | +29.3% |
| Q3 2021 | $2,869,000 | -50.7% | 73,190 | -50.0% | 0.08% | -56.6% |
| Q2 2021 | $5,818,000 | +122.3% | 146,302 | +112.3% | 0.17% | +80.2% |
| Q1 2021 | $2,617,000 | -59.0% | 68,901 | -66.0% | 0.10% | -57.9% |
| Q3 2020 | $6,377,000 | +122.4% | 202,712 | +114.3% | 0.23% | +221.1% |
| Q2 2020 | $2,868,000 | +146.6% | 94,607 | +125.1% | 0.07% | +24.6% |
| Q1 2020 | $1,163,000 | – | 42,021 | – | 0.06% | – |
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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% |