FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,700 | -8.5% | 22,136 | -1.9% | 0.06% | -5.1% |
| Q2 2023 | $904,635 | -10.4% | 22,565 | -10.3% | 0.06% | -14.5% |
| Q1 2023 | $1,009,803 | +76.6% | 25,144 | +75.5% | 0.07% | +60.5% |
| Q4 2022 | $571,700 | +11.7% | 14,324 | -0.0% | 0.04% | +2.4% |
| Q3 2022 | $512,000 | +166.7% | 14,325 | +188.2% | 0.04% | +121.1% |
| Q2 2022 | $192,000 | -8.1% | 4,970 | +0.4% | 0.02% | +5.6% |
| Q1 2022 | $209,000 | -1.4% | 4,949 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $212,000 | +6.0% | 4,932 | -3.4% | 0.02% | +5.9% |
| Q3 2021 | $200,000 | +471.4% | 5,108 | +464.4% | 0.02% | +325.0% |
| Q2 2021 | $35,000 | -45.3% | 905 | -47.1% | 0.00% | -42.9% |
| Q1 2021 | $64,000 | +56.1% | 1,711 | +20.7% | 0.01% | -50.0% |
| Q1 2017 | $41,000 | – | 1,417 | – | 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% |