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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,177,947 | -10.0% | 31,504 | -3.5% | 0.14% | -3.6% |
| Q2 2023 | $1,309,189 | -22.4% | 32,656 | -22.3% | 0.14% | -15.2% |
| Q1 2023 | $1,687,797 | +1.7% | 42,027 | +1.1% | 0.16% | +3.1% |
| Q4 2022 | $1,658,964 | -3.5% | 41,568 | -13.4% | 0.16% | -22.0% |
| Q3 2022 | $1,719,000 | -7.6% | 48,019 | +0.1% | 0.20% | +10.8% |
| Q2 2022 | $1,861,000 | -99.9% | 47,959 | +2.1% | 0.18% | +13.5% |
| Q1 2022 | $1,987,551,000 | -3.3% | 46,987 | -1.7% | 0.16% | -1.8% |
| Q4 2021 | $2,056,346,000 | +8.3% | 47,778 | -1.3% | 0.17% | +0.6% |
| Q3 2021 | $1,897,897,000 | +141428.5% | 48,416 | +43.5% | 0.16% | -2.4% |
| Q2 2021 | $1,341,000 | -29.8% | 33,730 | -32.9% | 0.17% | -16.3% |
| Q1 2021 | $1,909,000 | -1.8% | 50,254 | -9.4% | 0.20% | -17.9% |
| Q4 2020 | $1,944,000 | -5.9% | 55,442 | -11.2% | 0.25% | -11.5% |
| Q3 2020 | $2,066,000 | +2.2% | 62,404 | -6.4% | 0.28% | -15.2% |
| Q2 2020 | $2,021,000 | -1.7% | 66,644 | -10.3% | 0.33% | -24.1% |
| Q1 2020 | $2,055,000 | -20.3% | 74,257 | +3.5% | 0.43% | -2.7% |
| Q4 2019 | $2,578,000 | +91.0% | 71,753 | +79.4% | 0.44% | -19.1% |
| Q2 2019 | $1,350,000 | +2.6% | 40,002 | -1.3% | 0.55% | +55.5% |
| Q1 2019 | $1,316,000 | -24.9% | 40,537 | -26.8% | 0.35% | +41.8% |
| Q3 2018 | $1,752,000 | +111.9% | 55,362 | +102.8% | 0.25% | -1.2% |
| Q2 2018 | $827,000 | +1.7% | 27,298 | +0.3% | 0.25% | -0.4% |
| Q1 2018 | $813,000 | -5.7% | 27,212 | -2.6% | 0.25% | +17.1% |
| Q4 2017 | $862,000 | -20.8% | 27,931 | -23.7% | 0.22% | -39.5% |
| Q3 2017 | $1,089,000 | +0.4% | 36,614 | -1.3% | 0.36% | -9.8% |
| Q2 2017 | $1,085,000 | -6.9% | 37,078 | -7.8% | 0.40% | -13.3% |
| Q1 2017 | $1,166,000 | -5.8% | 40,210 | -8.9% | 0.46% | -25.6% |
| Q4 2016 | $1,238,000 | +10.7% | 44,152 | +6.6% | 0.61% | +10.4% |
| Q3 2016 | $1,118,000 | +23.5% | 41,412 | +23.3% | 0.56% | +12.6% |
| Q2 2016 | $905,000 | +59.3% | 33,581 | +52.1% | 0.49% | +34.6% |
| Q1 2016 | $568,000 | +8.6% | 22,078 | +0.9% | 0.37% | +0.3% |
| Q4 2015 | $523,000 | -1.9% | 21,882 | -4.0% | 0.37% | +7.6% |
| Q3 2015 | $533,000 | -99.9% | 22,802 | -49.4% | 0.34% | +2.1% |
| Q2 2015 | $527,559,000 | +101745.4% | 45,084 | +109.6% | 0.33% | -0.9% |
| Q1 2015 | $518,000 | +23.9% | 21,514 | +24.3% | 0.34% | +41.8% |
| Q4 2014 | $418,000 | – | 17,306 | – | 0.24% | – |
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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% |