FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,162,725 | -3.5% | 271,803 | +3.5% | 0.48% | -12.1% |
| Q2 2023 | $10,532,255 | +0.8% | 262,715 | +1.0% | 0.55% | -10.6% |
| Q1 2023 | $10,444,525 | +0.1% | 260,073 | -0.5% | 0.61% | -14.2% |
| Q4 2022 | $10,431,425 | +13.3% | 261,374 | +1.7% | 0.71% | +1.4% |
| Q3 2022 | $9,203,000 | -3.2% | 257,128 | +5.0% | 0.70% | -3.8% |
| Q2 2022 | $9,505,000 | -9.7% | 244,900 | -1.6% | 0.73% | -0.4% |
| Q1 2022 | $10,530,000 | +5.8% | 248,934 | +7.6% | 0.73% | +3.1% |
| Q4 2021 | $9,953,000 | +9.5% | 231,256 | -0.3% | 0.71% | +3.9% |
| Q3 2021 | $9,090,000 | +1.2% | 231,890 | +2.6% | 0.68% | -3.9% |
| Q2 2021 | $8,986,000 | +9.7% | 225,941 | +4.8% | 0.71% | -6.3% |
| Q1 2021 | $8,190,000 | +19.1% | 215,648 | +10.0% | 0.76% | +18.2% |
| Q4 2020 | $6,875,000 | +17.7% | 196,047 | +5.6% | 0.64% | -3.0% |
| Q3 2020 | $5,843,000 | +16.1% | 185,729 | +11.9% | 0.66% | -2.5% |
| Q2 2020 | $5,033,000 | +12.2% | 166,005 | +2.4% | 0.68% | -17.0% |
| Q1 2020 | $4,487,000 | +81.0% | 162,100 | +135.6% | 0.82% | +142.3% |
| Q4 2019 | $2,479,000 | +31.7% | 68,794 | +27.4% | 0.34% | +15.8% |
| Q3 2019 | $1,882,000 | +732.7% | 53,983 | +707.0% | 0.29% | +711.1% |
| Q2 2019 | $226,000 | +4.1% | 6,689 | +0.2% | 0.04% | -12.2% |
| Q1 2019 | $217,000 | -0.5% | 6,673 | -6.7% | 0.04% | -10.9% |
| Q4 2018 | $218,000 | – | 7,153 | – | 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% |