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 2023 | $808,199 | +11.1% | 19,926 | +2.4% | 0.08% | -2.4% |
| Q3 2023 | $727,572 | -4.6% | 19,459 | +2.3% | 0.08% | -21.3% |
| Q2 2023 | $762,712 | -47.2% | 19,025 | -47.1% | 0.11% | -34.1% |
| Q1 2023 | $1,445,117 | +0.7% | 35,984 | +1.9% | 0.16% | +64.0% |
| Q4 2022 | $1,434,577 | -9.1% | 35,317 | -9.4% | 0.10% | -9.1% |
| Q1 2022 | $1,579,000 | +0.1% | 38,985 | +3.2% | 0.11% | +5.8% |
| Q4 2021 | $1,578,000 | -22.9% | 37,780 | -23.1% | 0.10% | -23.5% |
| Q3 2021 | $2,048,000 | -14.2% | 49,105 | -15.1% | 0.14% | -19.0% |
| Q2 2021 | $2,386,000 | +1.6% | 57,843 | -1.9% | 0.17% | -7.7% |
| Q1 2021 | $2,348,000 | -52.8% | 58,943 | -58.0% | 0.18% | -57.0% |
| Q4 2020 | $4,972,000 | +15.2% | 140,409 | +10.9% | 0.42% | +0.5% |
| Q3 2020 | $4,316,000 | -2.9% | 126,577 | -7.2% | 0.42% | -8.5% |
| Q2 2020 | $4,447,000 | +211.2% | 136,460 | +167.9% | 0.46% | +148.6% |
| Q1 2020 | $1,429,000 | +230.8% | 50,937 | +332.8% | 0.18% | +262.7% |
| Q4 2019 | $432,000 | +4.6% | 11,769 | +0.8% | 0.05% | -8.9% |
| Q3 2019 | $413,000 | +12.5% | 11,676 | +6.9% | 0.06% | +1.8% |
| Q2 2019 | $367,000 | +1.7% | 10,927 | -0.5% | 0.06% | -1.8% |
| Q1 2019 | $361,000 | +0.3% | 10,977 | -2.6% | 0.06% | -3.4% |
| Q4 2018 | $360,000 | -53.4% | 11,268 | -56.6% | 0.06% | -73.3% |
| Q3 2017 | $773,000 | -28.8% | 25,973 | -30.0% | 0.22% | -30.4% |
| Q2 2017 | $1,085,000 | -79.9% | 37,084 | +18258.4% | 0.31% | +15500.0% |
| Q3 2016 | $5,391,000 | -0.8% | 202 | -49.8% | 0.00% | +100.0% |
| Q2 2016 | $5,435,000 | +13.9% | 402 | -32.7% | 0.00% | 0.0% |
| Q4 2015 | $4,770,000 | +26400.0% | 597 | -21.8% | 0.00% | -87.5% |
| Q2 2015 | $18,000 | -80.9% | 763 | -80.4% | 0.01% | -81.8% |
| Q1 2015 | $94,000 | – | 3,892 | – | 0.04% | – |
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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% |