FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 253 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $766,000 | -30.4% | 27,647 | -9.4% | 0.36% | -11.2% |
| Q4 2019 | $1,100,000 | +9.5% | 30,507 | +5.9% | 0.40% | +2.3% |
| Q3 2019 | $1,005,000 | +30.5% | 28,795 | +26.2% | 0.39% | +28.2% |
| Q2 2019 | $770,000 | +42.9% | 22,811 | +37.5% | 0.30% | +36.2% |
| Q1 2019 | $539,000 | +34.1% | 16,594 | +20.2% | 0.22% | +11.4% |
| Q4 2018 | $402,000 | +72.5% | 13,803 | +88.0% | 0.20% | +95.1% |
| Q3 2018 | $233,000 | -2.9% | 7,342 | -7.3% | 0.10% | -7.2% |
| Q2 2018 | $240,000 | -4.8% | 7,924 | -5.7% | 0.11% | -7.5% |
| Q1 2018 | $252,000 | -2.7% | 8,402 | +0.5% | 0.12% | -7.7% |
| Q4 2017 | $259,000 | – | 8,362 | – | 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% |