FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 198 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95,456 | -7.9% | 2,553 | -1.2% | 0.00% | -25.0% |
| Q2 2023 | $103,592 | -45.0% | 2,584 | -44.9% | 0.00% | -42.9% |
| Q1 2023 | $188,359 | -13.4% | 4,690 | -13.9% | 0.01% | -12.5% |
| Q4 2022 | $217,402 | -28.5% | 5,447 | -36.1% | 0.01% | -33.3% |
| Q3 2022 | $304,000 | +10.5% | 8,523 | +19.6% | 0.01% | +20.0% |
| Q2 2022 | $275,000 | -90.5% | 7,124 | -89.4% | 0.01% | -88.5% |
| Q4 2021 | $2,897,000 | +45.8% | 67,337 | +32.8% | 0.09% | +33.8% |
| Q3 2021 | $1,987,000 | +36.1% | 50,721 | +38.1% | 0.06% | -17.7% |
| Q2 2021 | $1,460,000 | +178.6% | 36,727 | +165.5% | 0.08% | +163.3% |
| Q1 2021 | $524,000 | +8633.3% | 13,831 | +6393.4% | 0.03% | – |
| Q2 2020 | $6,000 | +20.0% | 213 | +0.5% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 212 | +1.0% | 0.00% | -100.0% |
| Q4 2019 | $7,000 | 0.0% | 210 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -50.0% | 209 | -49.6% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | +7.7% | 415 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 413 | +0.5% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 411 | +1.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | -29.4% | 407 | -29.6% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | +41.7% | 578 | +43.4% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | +100.0% | 403 | +100.5% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | -92.7% | 201 | -93.8% | 0.00% | -88.9% |
| Q1 2016 | $82,000 | +720.0% | 3,232 | +655.1% | 0.01% | +800.0% |
| Q2 2015 | $10,000 | -99.9% | 428 | -99.9% | 0.00% | -99.9% |
| Q1 2015 | $7,583,000 | – | 313,244 | – | 1.10% | – |
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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% |