FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305 | 0.0% | 7,607 | +0.1% | 0.03% | -10.3% |
| Q1 2023 | $305 | +5.2% | 7,602 | +4.6% | 0.03% | -12.1% |
| Q4 2022 | $290 | -99.9% | 7,270 | +42.2% | 0.03% | +43.5% |
| Q1 2022 | $216,000 | -3.6% | 5,112 | -1.9% | 0.02% | -4.2% |
| Q4 2021 | $224,000 | +9.8% | 5,212 | 0.0% | 0.02% | -20.0% |
| Q3 2021 | $204,000 | -2.9% | 5,212 | -1.4% | 0.03% | -3.2% |
| Q2 2021 | $210,000 | +4.5% | 5,287 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $201,000 | -28.7% | 5,287 | -48.2% | 0.03% | -47.5% |
| Q1 2020 | $282,000 | -48.0% | 10,201 | -32.2% | 0.06% | -41.9% |
| Q4 2019 | $542,000 | +3.0% | 15,039 | -0.4% | 0.10% | -5.4% |
| Q3 2019 | $526,000 | +2.3% | 15,092 | -1.0% | 0.11% | -0.9% |
| Q2 2019 | $514,000 | +3.4% | 15,242 | -0.3% | 0.11% | -16.4% |
| Q1 2019 | $497,000 | +12.7% | 15,294 | +0.9% | 0.13% | +4.7% |
| Q4 2018 | $441,000 | -13.5% | 15,156 | -5.9% | 0.13% | -5.9% |
| Q3 2018 | $510,000 | +7.8% | 16,109 | +3.1% | 0.14% | -2.9% |
| Q2 2018 | $473,000 | -24.2% | 15,621 | -25.2% | 0.14% | -26.7% |
| Q1 2018 | $624,000 | -23.2% | 20,882 | -20.7% | 0.19% | -22.7% |
| Q4 2017 | $813,000 | +8.4% | 26,349 | +4.5% | 0.25% | -2.4% |
| Q3 2017 | $750,000 | – | 25,209 | – | 0.25% | – |
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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% |