FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20 | -100.0% | 500 | -88.4% | 0.00% | -90.9% |
| Q3 2022 | $154,000 | -3.1% | 4,310 | +5.0% | 0.01% | 0.0% |
| Q2 2022 | $159,000 | +21.4% | 4,105 | +32.2% | 0.01% | +37.5% |
| Q1 2022 | $131,000 | +1.6% | 3,105 | +3.4% | 0.01% | 0.0% |
| Q4 2021 | $129,000 | -20.4% | 3,003 | -27.1% | 0.01% | -27.3% |
| Q3 2021 | $162,000 | -1.2% | 4,120 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $164,000 | -2.4% | 4,117 | -6.7% | 0.01% | -8.3% |
| Q1 2021 | $168,000 | +115.4% | 4,415 | +99.6% | 0.01% | +71.4% |
| Q4 2020 | $78,000 | +13.0% | 2,212 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $69,000 | +76.9% | 2,208 | +69.8% | 0.01% | +75.0% |
| Q2 2020 | $39,000 | +290.0% | 1,300 | +248.5% | 0.00% | +300.0% |
| Q1 2020 | $10,000 | +233.3% | 373 | +411.0% | 0.00% | – |
| Q4 2019 | $3,000 | -76.9% | 73 | -80.7% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | -35.0% | 378 | -35.5% | 0.00% | -50.0% |
| Q2 2019 | $20,000 | -4.8% | 586 | -11.6% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 663 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -99.9% | 663 | -50.0% | 0.00% | 0.0% |
| Q3 2018 | $20,998,000 | +49895.2% | 1,326 | -3.4% | 0.00% | -60.0% |
| Q2 2018 | $42,000 | +2.4% | 1,373 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $41,000 | +86.4% | 1,373 | +93.4% | 0.01% | +66.7% |
| Q4 2017 | $22,000 | -56.0% | 710 | -57.9% | 0.00% | -57.1% |
| Q3 2017 | $50,000 | -99.9% | 1,686 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $49,315,000 | +0.8% | 1,686 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $48,910,000 | +103963.8% | 1,686 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $47,000 | – | 1,686 | – | 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% |