FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,085,604 | -6.9% | 139,830 | +4.0% | 0.27% | -3.5% |
| Q2 2023 | $5,460,486 | +10.4% | 134,462 | +10.7% | 0.28% | -1.4% |
| Q1 2023 | $4,944,085 | +0.6% | 121,506 | +1.5% | 0.29% | -4.3% |
| Q4 2022 | $4,912,513 | +15.0% | 119,759 | +8.2% | 0.30% | -1.3% |
| Q3 2022 | $4,273,000 | +1.3% | 110,647 | +6.7% | 0.30% | 0.0% |
| Q2 2022 | $4,218,000 | +7.9% | 103,695 | +5.3% | 0.30% | +2.3% |
| Q1 2022 | $3,909,000 | -1.3% | 98,484 | +1.4% | 0.30% | +6.0% |
| Q4 2021 | $3,960,000 | +11.0% | 97,109 | +13.4% | 0.28% | +12.4% |
| Q3 2021 | $3,568,000 | -35.5% | 85,614 | -37.5% | 0.25% | +22.0% |
| Q2 2021 | $5,528,000 | +107.7% | 136,964 | +102.2% | 0.20% | -6.8% |
| Q1 2021 | $2,661,000 | +20.6% | 67,732 | +8.9% | 0.22% | +5.3% |
| Q4 2020 | $2,207,000 | +33.9% | 62,216 | +23.7% | 0.21% | +7.2% |
| Q3 2020 | $1,648,000 | +37.1% | 50,278 | +32.2% | 0.20% | +30.0% |
| Q2 2020 | $1,202,000 | +71.5% | 38,041 | +61.5% | 0.15% | +38.9% |
| Q1 2020 | $701,000 | +17.6% | 23,562 | +44.4% | 0.11% | +47.9% |
| Q4 2019 | $596,000 | +4.6% | 16,322 | 0.0% | 0.07% | -8.8% |
| Q3 2019 | $570,000 | – | 16,322 | – | 0.08% | – |
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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% |