FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 84 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,742,000 | +22.1% | 122,181 | +33.0% | 0.01% | -98.0% |
| Q1 2022 | $3,885,000 | +13.6% | 91,834 | +15.6% | 0.30% | +26.2% |
| Q4 2021 | $3,420,000 | +14.1% | 79,454 | +3.9% | 0.24% | +3.0% |
| Q3 2021 | $2,997,000 | -0.7% | 76,443 | +0.8% | 0.23% | -31.1% |
| Q2 2021 | $3,017,000 | -66.7% | 75,868 | -68.2% | 0.33% | -68.4% |
| Q1 2021 | $9,050,000 | +17.2% | 238,294 | +8.2% | 1.06% | +6.1% |
| Q4 2020 | $7,723,000 | +5.7% | 220,220 | -5.2% | 1.00% | +15.7% |
| Q3 2020 | $7,307,000 | +51.4% | 232,278 | +45.9% | 0.86% | +62.6% |
| Q2 2020 | $4,826,000 | +0.0% | 159,179 | -8.7% | 0.53% | +4.5% |
| Q1 2020 | $4,825,000 | -31.6% | 174,309 | -10.9% | 0.51% | -52.0% |
| Q4 2019 | $7,052,000 | +323.0% | 195,729 | +309.4% | 1.06% | +263.2% |
| Q3 2019 | $1,667,000 | +79.2% | 47,807 | +73.5% | 0.29% | +103.5% |
| Q2 2019 | $930,000 | +127.9% | 27,557 | +119.5% | 0.14% | +101.4% |
| Q1 2019 | $408,000 | +466.7% | 12,557 | +316.5% | 0.07% | +31.5% |
| Q1 2015 | $72,000 | – | 3,015 | – | 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% |