FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,148,004 | -6.3% | 30,704 | +0.5% | 0.07% | -4.0% |
| Q2 2023 | $1,224,927 | +0.5% | 30,554 | +0.7% | 0.08% | -3.8% |
| Q1 2023 | $1,218,938 | +1.2% | 30,352 | +0.5% | 0.08% | -3.7% |
| Q4 2022 | $1,205,013 | +12.3% | 30,193 | +0.7% | 0.08% | +2.5% |
| Q3 2022 | $1,073,000 | -7.3% | 29,987 | +0.5% | 0.08% | -2.5% |
| Q2 2022 | $1,157,000 | -7.9% | 29,823 | +0.4% | 0.08% | +11.0% |
| Q1 2022 | $1,256,000 | -1.3% | 29,695 | +0.4% | 0.07% | -5.2% |
| Q4 2021 | $1,273,000 | +10.4% | 29,566 | +0.5% | 0.08% | 0.0% |
| Q3 2021 | $1,153,000 | -1.0% | 29,407 | +0.4% | 0.08% | -1.3% |
| Q2 2021 | $1,165,000 | -3.0% | 29,290 | -7.4% | 0.08% | -15.2% |
| Q1 2021 | $1,201,000 | +8.8% | 31,623 | +0.5% | 0.09% | +1.1% |
| Q4 2020 | $1,104,000 | +12.2% | 31,478 | +0.6% | 0.09% | +2.2% |
| Q3 2020 | $984,000 | -4.8% | 31,288 | -8.3% | 0.09% | -10.1% |
| Q2 2020 | $1,034,000 | +10.4% | 34,105 | +0.7% | 0.10% | -6.6% |
| Q1 2020 | $937,000 | -22.6% | 33,854 | +0.7% | 0.11% | -1.9% |
| Q4 2019 | $1,211,000 | +3.9% | 33,621 | +0.6% | 0.11% | -9.2% |
| Q3 2019 | $1,166,000 | +4.0% | 33,435 | +0.6% | 0.12% | +3.5% |
| Q2 2019 | $1,121,000 | +4.4% | 33,223 | +0.5% | 0.12% | -3.4% |
| Q1 2019 | $1,074,000 | +12.2% | 33,063 | +0.5% | 0.12% | -10.5% |
| Q4 2018 | $957,000 | – | 32,914 | – | 0.13% | – |
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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% |