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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $687,000 | +108.8% | 29,460 | +182.0% | 0.13% | +60.5% |
| Q3 2020 | $329,000 | -3.2% | 10,448 | -6.9% | 0.08% | -11.0% |
| Q2 2020 | $340,000 | -26.4% | 11,218 | -32.6% | 0.09% | -40.1% |
| Q1 2020 | $462,000 | +81.9% | 16,648 | +136.9% | 0.15% | +133.8% |
| Q4 2019 | $254,000 | +9.5% | 7,026 | +6.1% | 0.06% | 0.0% |
| Q3 2019 | $232,000 | +1188.9% | 6,620 | +1224.0% | 0.06% | +1200.0% |
| Q2 2019 | $18,000 | -50.0% | 500 | -50.0% | 0.01% | -50.0% |
| Q1 2019 | $36,000 | +12.5% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $32,000 | 0.0% | 1,000 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $32,000 | -27.3% | 1,000 | -28.6% | 0.01% | -28.6% |
| Q2 2018 | $44,000 | -99.9% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $41,848,000 | -63.9% | 1,400 | -62.8% | 0.01% | -62.2% |
| Q4 2017 | $116,034,000 | +3.7% | 3,760 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $111,862,000 | -77.3% | 3,760 | -77.7% | 0.04% | -72.6% |
| Q2 2017 | $492,717,000 | +22.9% | 16,845 | +21.9% | 0.14% | +7.1% |
| Q1 2017 | $400,920,000 | +116.4% | 13,820 | +109.1% | 0.13% | +121.1% |
| Q4 2016 | $185,280,000 | -38.7% | 6,610 | -41.0% | 0.06% | +32.6% |
| Q3 2016 | $302,400,000 | +126.6% | 11,200 | +126.3% | 0.04% | +7.5% |
| Q2 2016 | $133,452,000 | +937.3% | 4,950 | +890.0% | 0.04% | +900.0% |
| Q1 2016 | $12,865,000 | +7.7% | 500 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $11,940,000 | -19.4% | 500 | -23.1% | 0.00% | -40.0% |
| Q3 2015 | $14,816,000 | -2.5% | 650 | 0.0% | 0.01% | +25.0% |
| Q2 2015 | $15,198,000 | -87.8% | 650 | -87.4% | 0.00% | -88.6% |
| Q1 2015 | $124,066,000 | -14.1% | 5,150 | -13.9% | 0.04% | -14.6% |
| Q4 2014 | $144,468,000 | -55.3% | 5,980 | -58.7% | 0.04% | -55.9% |
| Q3 2014 | $323,176,000 | +136.2% | 14,480 | +142.1% | 0.09% | +106.7% |
| Q2 2014 | $136,822,000 | +4.5% | 5,980 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $130,902,000 | +97588.1% | 5,980 | -4.3% | 0.04% | -2.2% |
| Q4 2013 | $134,000 | – | 6,250 | – | 0.05% | – |
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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% |