FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 128 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,118,000 | -3.0% | 26,428 | -8.7% | 0.08% | -24.8% |
| Q2 2021 | $1,152,000 | +2.3% | 28,960 | -2.3% | 0.11% | +9.7% |
| Q1 2021 | $1,126,000 | +7.3% | 29,638 | -0.9% | 0.10% | -23.1% |
| Q4 2020 | $1,049,000 | +10.1% | 29,898 | -1.3% | 0.13% | -11.8% |
| Q3 2020 | $953,000 | -0.7% | 30,298 | -4.3% | 0.15% | -11.6% |
| Q2 2020 | $960,000 | +9.5% | 31,667 | -0.1% | 0.17% | +32.3% |
| Q1 2020 | $877,000 | -15.5% | 31,687 | +10.0% | 0.13% | -57.1% |
| Q4 2019 | $1,038,000 | +10.5% | 28,798 | +7.0% | 0.30% | +5.2% |
| Q3 2019 | $939,000 | -10.7% | 26,916 | -13.7% | 0.29% | -19.1% |
| Q2 2019 | $1,052,000 | +17.7% | 31,180 | +13.2% | 0.36% | +72.0% |
| Q1 2019 | $894,000 | -33.9% | 27,541 | -40.8% | 0.21% | -50.7% |
| Q4 2018 | $1,353,000 | -4.6% | 46,537 | +3.8% | 0.42% | +13.2% |
| Q3 2018 | $1,418,000 | +2.8% | 44,818 | -1.7% | 0.37% | -2.1% |
| Q2 2018 | $1,380,000 | -62.9% | 45,590 | -63.4% | 0.38% | -66.7% |
| Q1 2018 | $3,724,000 | -15.3% | 124,580 | -53.1% | 1.14% | +71.8% |
| Q4 2017 | $4,396,000 | +12.5% | 265,830 | +102.5% | 0.66% | -46.3% |
| Q3 2017 | $3,906,000 | +5.8% | 131,295 | +4.0% | 1.23% | -2.2% |
| Q2 2017 | $3,693,000 | +216.7% | 126,244 | +214.1% | 1.26% | +180.6% |
| Q1 2017 | $1,166,000 | -32.7% | 40,186 | -35.0% | 0.45% | -25.2% |
| Q4 2016 | $1,732,000 | – | 61,778 | – | 0.60% | – |
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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% |