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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,702,694 | +1175.7% | 99,029 | +1267.8% | 0.00% | – |
| Q2 2023 | $290,252 | -73.5% | 7,240 | -73.4% | 0.00% | – |
| Q1 2023 | $1,094,962 | +54.7% | 27,265 | +37.9% | 0.00% | – |
| Q3 2022 | $708,000 | -91.8% | 19,771 | -91.8% | 0.00% | -100.0% |
| Q4 2019 | $8,670,000 | +62.1% | 240,630 | +56.9% | 0.01% | +33.3% |
| Q3 2019 | $5,349,000 | +123.8% | 153,399 | +108.4% | 0.01% | +125.0% |
| Q1 2019 | $2,390,000 | +14.3% | 73,609 | +11.4% | 0.00% | 0.0% |
| Q3 2018 | $2,091,000 | -24.3% | 66,081 | -27.5% | 0.00% | -33.3% |
| Q2 2018 | $2,761,000 | +136.0% | 91,171 | +140.4% | 0.01% | +100.0% |
| Q4 2017 | $1,170,000 | -83.8% | 37,927 | -84.4% | 0.00% | -87.0% |
| Q3 2017 | $7,227,000 | -18.8% | 242,933 | -20.1% | 0.02% | -25.8% |
| Q2 2017 | $8,896,000 | +83.8% | 304,130 | +82.3% | 0.03% | +40.9% |
| Q1 2017 | $4,839,000 | +167.6% | 166,793 | +158.6% | 0.02% | +175.0% |
| Q4 2016 | $1,808,000 | -81.8% | 64,502 | -82.5% | 0.01% | -83.3% |
| Q3 2016 | $9,932,000 | +63.0% | 367,868 | +62.8% | 0.05% | +60.0% |
| Q2 2016 | $6,092,000 | +1729.4% | 225,963 | +1643.7% | 0.03% | +1400.0% |
| Q1 2016 | $333,000 | -76.5% | 12,959 | -79.2% | 0.00% | -77.8% |
| Q3 2015 | $1,420,000 | +7.8% | 62,326 | +10.6% | 0.01% | 0.0% |
| Q2 2015 | $1,317,000 | +8.6% | 56,351 | +11.9% | 0.01% | 0.0% |
| Q1 2015 | $1,213,000 | +14.9% | 50,341 | +15.1% | 0.01% | +12.5% |
| Q4 2014 | $1,056,000 | – | 43,729 | – | 0.01% | – |
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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% |