FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,606,580 | +10.6% | 40,255 | -0.8% | 0.16% | +5.8% |
| Q3 2022 | $1,452,000 | -33.3% | 40,578 | -27.7% | 0.16% | -22.4% |
| Q2 2022 | $2,178,000 | -16.2% | 56,130 | -8.7% | 0.20% | -4.3% |
| Q1 2022 | $2,599,000 | -51.5% | 61,449 | -50.7% | 0.21% | -50.8% |
| Q4 2021 | $5,356,000 | -2.4% | 124,738 | -6.2% | 0.43% | +14.2% |
| Q3 2021 | $5,487,000 | +73.7% | 133,046 | +67.5% | 0.37% | -7.7% |
| Q2 2021 | $3,158,000 | -3.4% | 79,413 | -7.7% | 0.40% | -20.3% |
| Q1 2021 | $3,269,000 | +10.9% | 86,072 | +4.0% | 0.51% | +1.6% |
| Q4 2020 | $2,948,000 | +30.4% | 82,799 | +18.8% | 0.50% | +10.6% |
| Q3 2020 | $2,261,000 | +6.6% | 69,686 | +2.7% | 0.45% | -0.2% |
| Q2 2020 | $2,121,000 | +22.7% | 67,855 | +11.4% | 0.45% | +11.3% |
| Q1 2020 | $1,729,000 | – | 60,891 | – | 0.41% | – |
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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% |