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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,340 | +108.5% | 507,354 | +107.5% | 1.12% | +163.2% |
| Q1 2023 | $9,756 | 0.0% | 244,455 | 0.0% | 0.42% | 0.0% |
| Q4 2022 | $9,756 | -99.9% | 244,455 | -47.3% | 0.42% | -43.0% |
| Q3 2022 | $16,588,000 | -8.7% | 463,488 | -1.0% | 0.74% | +9.1% |
| Q2 2022 | $18,172,000 | -6.9% | 468,218 | +1.5% | 0.68% | +3.2% |
| Q1 2022 | $19,513,000 | -0.1% | 461,295 | +1.6% | 0.66% | +22.4% |
| Q4 2021 | $19,538,000 | +9.0% | 453,958 | -0.7% | 0.54% | -5.4% |
| Q3 2021 | $17,929,000 | +20.3% | 457,384 | +22.0% | 0.57% | +15.4% |
| Q2 2021 | $14,908,000 | +2.4% | 374,856 | -2.2% | 0.50% | -9.8% |
| Q1 2021 | $14,552,000 | +27.5% | 383,139 | +17.7% | 0.55% | +16.6% |
| Q4 2020 | $11,416,000 | +4191.7% | 325,523 | +4310.3% | 0.47% | +3040.0% |
| Q4 2019 | $266,000 | +0.8% | 7,381 | -2.3% | 0.02% | -16.7% |
| Q3 2019 | $264,000 | -30.7% | 7,558 | -33.1% | 0.02% | +20.0% |
| Q2 2019 | $381,000 | +5.0% | 11,293 | +1.0% | 0.02% | 0.0% |
| Q1 2019 | $363,000 | -55.3% | 11,180 | -56.5% | 0.02% | -50.0% |
| Q3 2018 | $812,000 | -21.4% | 25,672 | -24.7% | 0.03% | -18.9% |
| Q2 2018 | $1,033,000 | -42.1% | 34,106 | -42.9% | 0.04% | -30.2% |
| Q1 2018 | $1,785,000 | -9.6% | 59,726 | -6.7% | 0.05% | -1.9% |
| Q4 2017 | $1,975,000 | -3.0% | 63,988 | -6.5% | 0.05% | -3.6% |
| Q3 2017 | $2,036,000 | +6.1% | 68,423 | +4.3% | 0.06% | -1.8% |
| Q2 2017 | $1,919,000 | +1.4% | 65,606 | +0.6% | 0.06% | -1.7% |
| Q1 2017 | $1,892,000 | +33.4% | 65,234 | +29.0% | 0.06% | +41.5% |
| Q4 2016 | $1,418,000 | +201.1% | 50,581 | +190.2% | 0.04% | +105.0% |
| Q3 2016 | $471,000 | – | 17,431 | – | 0.02% | – |
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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% |