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 2020 | $215,000 | -65.4% | 6,144 | -64.4% | 0.04% | -69.0% |
| Q4 2019 | $621,000 | +12.5% | 17,238 | +8.9% | 0.13% | +7.7% |
| Q3 2019 | $552,000 | +16.0% | 15,836 | +12.2% | 0.12% | +5.4% |
| Q2 2019 | $476,000 | -1.2% | 14,110 | -5.0% | 0.11% | +16.8% |
| Q1 2019 | $482,000 | +46.1% | 14,846 | +30.8% | 0.10% | +33.8% |
| Q4 2018 | $330,000 | +13.4% | 11,349 | +23.4% | 0.07% | +1.4% |
| Q3 2018 | $291,000 | +7.0% | 9,194 | +2.3% | 0.07% | -11.4% |
| Q2 2018 | $272,000 | -26.7% | 8,985 | -27.7% | 0.08% | -19.4% |
| Q1 2018 | $371,000 | +19.3% | 12,426 | +23.1% | 0.10% | +24.1% |
| Q4 2017 | $311,000 | – | 10,091 | – | 0.08% | – |
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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% |