FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 204 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,429,000 | +19.4% | 126,141 | +8.7% | 0.36% | +0.6% |
| Q3 2021 | $4,548,000 | -6.5% | 116,016 | -5.2% | 0.36% | -9.0% |
| Q2 2021 | $4,865,000 | +8.9% | 122,324 | +4.0% | 0.39% | -1.8% |
| Q1 2021 | $4,468,000 | +11.6% | 117,648 | +3.1% | 0.40% | +3.7% |
| Q4 2020 | $4,003,000 | +20.7% | 114,160 | +8.3% | 0.38% | +7.3% |
| Q3 2020 | $3,317,000 | +64.7% | 105,429 | +58.7% | 0.36% | +51.9% |
| Q2 2020 | $2,014,000 | +8.5% | 66,436 | -0.9% | 0.24% | -1.7% |
| Q1 2020 | $1,856,000 | -5.3% | 67,047 | +23.3% | 0.24% | +18.3% |
| Q4 2019 | $1,960,000 | -3.8% | 54,391 | -6.9% | 0.20% | -8.6% |
| Q3 2019 | $2,037,000 | +120.0% | 58,427 | +112.8% | 0.22% | +123.2% |
| Q2 2019 | $926,000 | +6073.3% | 27,456 | +5680.2% | 0.10% | +2375.0% |
| Q1 2019 | $15,000 | -97.8% | 475 | -98.0% | 0.00% | -97.2% |
| Q4 2018 | $693,000 | +3200.0% | 23,842 | +3432.1% | 0.14% | +1340.0% |
| Q3 2018 | $21,000 | -93.4% | 675 | -93.6% | 0.01% | -91.9% |
| Q2 2018 | $320,000 | -27.8% | 10,567 | -28.7% | 0.12% | +32.3% |
| Q1 2018 | $443,000 | +64.1% | 14,827 | +65.6% | 0.09% | +24.0% |
| Q3 2017 | $270,000 | -99.9% | 8,951 | -42.4% | 0.08% | -32.4% |
| Q2 2017 | $454,000,000 | +26.1% | 15,531 | +25.2% | 0.11% | +11.0% |
| Q1 2017 | $360,000,000 | -77.6% | 12,401 | -78.4% | 0.10% | -64.7% |
| Q4 2016 | $1,609,000,000 | +110484.2% | 57,419 | +6.5% | 0.28% | +7.6% |
| Q3 2016 | $1,455,000 | +269.3% | 53,904 | +268.1% | 0.26% | +110.4% |
| Q2 2016 | $394,000 | +32.2% | 14,645 | +26.4% | 0.12% | +19.0% |
| Q1 2016 | $298,000 | +10.8% | 11,584 | +2.7% | 0.10% | +5.0% |
| Q4 2015 | $269,000 | +18.0% | 11,274 | +12.6% | 0.10% | +22.0% |
| Q3 2015 | $228,000 | -40.0% | 10,015 | -38.4% | 0.08% | -37.4% |
| Q2 2015 | $380,000 | +60.3% | 16,254 | +64.7% | 0.13% | +72.4% |
| Q1 2015 | $237,000 | +8.2% | 9,869 | +8.9% | 0.08% | +4.1% |
| Q4 2014 | $219,000 | -59.2% | 9,059 | -62.1% | 0.07% | -31.8% |
| Q3 2014 | $537,000 | +0.8% | 23,922 | -0.3% | 0.11% | -61.5% |
| Q2 2014 | $533,000 | – | 24,000 | – | 0.28% | – |
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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% |