FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,880,009 | -15.1% | 585,183 | -8.9% | 1.13% | -14.8% |
| Q2 2023 | $25,764,111 | +250.7% | 642,656 | +251.3% | 1.32% | +183.7% |
| Q1 2023 | $7,346,478 | +920.0% | 182,930 | +913.7% | 0.47% | +813.7% |
| Q4 2022 | $720,217 | -8.3% | 18,046 | -17.7% | 0.05% | -15.0% |
| Q3 2022 | $785,000 | -14.1% | 21,939 | -6.8% | 0.06% | -13.0% |
| Q2 2022 | $914,000 | +5.7% | 23,551 | +15.2% | 0.07% | +23.2% |
| Q1 2022 | $865,000 | +2.4% | 20,450 | +4.2% | 0.06% | +14.3% |
| Q4 2021 | $845,000 | -6.1% | 19,633 | -14.4% | 0.05% | -21.0% |
| Q3 2021 | $900,000 | +44900.0% | 22,949 | +45798.0% | 0.06% | – |
| Q3 2020 | $2,000 | – | 50 | – | 0.00% | – |
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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% |