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 2022 | $203,000 | +66.4% | 5,663 | +80.8% | 0.05% | +84.0% |
| Q2 2022 | $122,000 | -71.6% | 3,132 | -72.3% | 0.02% | -56.1% |
| Q1 2021 | $429,000 | -29.4% | 11,307 | -34.8% | 0.06% | -32.1% |
| Q4 2020 | $608,000 | +16.5% | 17,340 | +4.5% | 0.08% | +6.3% |
| Q3 2020 | $522,000 | +78.8% | 16,595 | +72.5% | 0.08% | +64.6% |
| Q2 2020 | $292,000 | -90.1% | 9,619 | -91.0% | 0.05% | -91.2% |
| Q1 2020 | $2,943,000 | -22.3% | 106,307 | +1.1% | 0.55% | -2.8% |
| Q4 2019 | $3,789,000 | +1397.6% | 105,166 | +1351.4% | 0.56% | +1424.3% |
| Q3 2019 | $253,000 | -57.9% | 7,246 | -59.3% | 0.04% | -54.3% |
| Q2 2019 | $601,000 | -40.6% | 17,820 | -45.6% | 0.08% | -46.0% |
| Q4 2017 | $1,011,000 | – | 32,768 | – | 0.15% | – |
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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% |