FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,325 | -81.0% | 5,973 | -79.6% | 0.03% | -79.5% |
| Q2 2023 | $1,173,299 | +66.8% | 29,267 | +67.1% | 0.13% | +67.1% |
| Q1 2023 | $703,331 | +29.2% | 17,513 | +28.4% | 0.08% | +29.5% |
| Q4 2022 | $544,488 | -99.9% | 13,643 | -4.8% | 0.06% | +3.4% |
| Q3 2022 | $512,740,000 | -15.3% | 14,326 | -8.2% | 0.06% | -9.2% |
| Q2 2022 | $605,504,000 | +83417.8% | 15,602 | -9.0% | 0.06% | 0.0% |
| Q1 2022 | $725,000 | +61.8% | 17,149 | +64.6% | 0.06% | +97.0% |
| Q4 2021 | $448,000 | +13.7% | 10,420 | +3.7% | 0.03% | +10.0% |
| Q3 2021 | $394,000 | +7.1% | 10,046 | +8.7% | 0.03% | +11.1% |
| Q2 2021 | $368,000 | +7.6% | 9,244 | +2.7% | 0.03% | 0.0% |
| Q1 2021 | $342,000 | +18.8% | 8,997 | +9.4% | 0.03% | -15.6% |
| Q4 2020 | $288,000 | +4.3% | 8,222 | -6.1% | 0.03% | +6.7% |
| Q3 2020 | $276,000 | +25.5% | 8,758 | +21.0% | 0.03% | +25.0% |
| Q2 2020 | $220,000 | -29.5% | 7,241 | -15.3% | 0.02% | -14.3% |
| Q1 2020 | $312,000 | +24.8% | 8,552 | +23.1% | 0.03% | +27.3% |
| Q4 2019 | $250,000 | +12.6% | 6,946 | +9.0% | 0.02% | +15.8% |
| Q3 2019 | $222,000 | -27.9% | 6,371 | -30.3% | 0.02% | -26.9% |
| Q2 2019 | $308,000 | +6.9% | 9,143 | +3.2% | 0.03% | +13.0% |
| Q1 2019 | $288,000 | -52.1% | 8,859 | -57.1% | 0.02% | -51.1% |
| Q4 2018 | $601,000 | -25.2% | 20,671 | -18.4% | 0.05% | -6.0% |
| Q3 2018 | $803,000 | +0.4% | 25,322 | -4.2% | 0.05% | +4.2% |
| Q2 2018 | $800,000 | -5.5% | 26,422 | -6.8% | 0.05% | +11.6% |
| Q1 2018 | $847,000 | 0.0% | 28,342 | +3.3% | 0.04% | 0.0% |
| Q4 2017 | $847,000 | +7.6% | 27,441 | +3.7% | 0.04% | 0.0% |
| Q3 2017 | $787,000 | -14.1% | 26,454 | -15.5% | 0.04% | -17.3% |
| Q2 2017 | $916,000 | +24.6% | 31,315 | +23.6% | 0.05% | +20.9% |
| Q1 2017 | $735,000 | +50.3% | 25,331 | +45.1% | 0.04% | +38.7% |
| Q4 2016 | $489,000 | +102.9% | 17,455 | +95.8% | 0.03% | +106.7% |
| Q3 2016 | $241,000 | +2.6% | 8,913 | +2.3% | 0.02% | -6.2% |
| Q2 2016 | $235,000 | -32.7% | 8,713 | -35.8% | 0.02% | -36.0% |
| Q1 2016 | $349,000 | +31.7% | 13,567 | +22.2% | 0.02% | +25.0% |
| Q4 2015 | $265,000 | +531.0% | 11,103 | -58.4% | 0.02% | +400.0% |
| Q3 2015 | $42,000 | – | 26,668 | – | 0.00% | – |
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% |