FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $668,000 | +10.2% | 22,043 | +0.7% | 0.32% | +41.0% |
| Q1 2020 | $606,000 | -25.2% | 21,894 | -12.2% | 0.23% | +15.1% |
| Q1 2019 | $810,000 | +15.2% | 24,938 | +3.2% | 0.20% | +22.1% |
| Q4 2018 | $703,000 | -8.0% | 24,162 | +0.1% | 0.16% | +4.5% |
| Q3 2018 | $764,000 | +4.5% | 24,149 | +0.1% | 0.16% | -7.7% |
| Q2 2018 | $731,000 | -1.2% | 24,133 | -2.5% | 0.17% | -21.8% |
| Q1 2018 | $740,000 | +0.7% | 24,753 | +0.1% | 0.22% | +34.2% |
| Q3 2017 | $735,000 | +19.9% | 24,718 | +17.9% | 0.16% | +8.8% |
| Q2 2017 | $613,000 | +1.0% | 20,971 | +0.2% | 0.15% | -2.0% |
| Q1 2017 | $607,000 | +8.0% | 20,923 | -1.3% | 0.15% | +6.3% |
| Q3 2016 | $562,000 | – | 21,194 | – | 0.14% | – |
Download | ||||||
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% |