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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,375,339 | +4.0% | 34,461 | -6.8% | 1.08% | -1.5% |
| Q3 2022 | $1,323,000 | +14.2% | 36,966 | +23.9% | 1.09% | +20.8% |
| Q2 2022 | $1,158,000 | -30.3% | 29,841 | -24.0% | 0.90% | -19.9% |
| Q1 2022 | $1,662,000 | -34.3% | 39,287 | -33.1% | 1.13% | -26.1% |
| Q4 2021 | $2,529,000 | +9.4% | 58,758 | -0.3% | 1.53% | +4.7% |
| Q3 2021 | $2,311,000 | +11.4% | 58,951 | +7.9% | 1.46% | +3.8% |
| Q2 2021 | $2,075,000 | +36.6% | 54,627 | +26.2% | 1.41% | +23.0% |
| Q1 2021 | $1,519,000 | -18.8% | 43,303 | -27.1% | 1.14% | -28.5% |
| Q4 2020 | $1,870,000 | +5.5% | 59,427 | +1.6% | 1.60% | -0.4% |
| Q3 2020 | $1,773,000 | -8.3% | 58,474 | -16.3% | 1.61% | -30.3% |
| Q2 2020 | $1,934,000 | -26.4% | 69,876 | -4.2% | 2.30% | -1.7% |
| Q1 2020 | $2,628,000 | – | 72,933 | – | 2.34% | – |
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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% |