FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,010,684 | +3.8% | 508,443 | +11.3% | 0.60% | -4.6% |
| Q2 2023 | $18,321,010 | +2.3% | 456,997 | +2.5% | 0.63% | -11.9% |
| Q1 2023 | $17,907,427 | -1.5% | 445,902 | -2.2% | 0.71% | -22.8% |
| Q4 2022 | $18,188,810 | +29.2% | 455,746 | +15.9% | 0.92% | +13.1% |
| Q3 2022 | $14,079,000 | +3.8% | 393,366 | +12.6% | 0.82% | +5.3% |
| Q2 2022 | $13,560,000 | +2.2% | 349,392 | +11.4% | 0.77% | +17.6% |
| Q1 2022 | $13,268,000 | -21.2% | 313,657 | -19.8% | 0.66% | -18.4% |
| Q4 2021 | $16,834,000 | -16.0% | 391,127 | -23.5% | 0.81% | -28.0% |
| Q3 2021 | $20,045,000 | -22.9% | 511,351 | -21.8% | 1.12% | -29.2% |
| Q2 2021 | $25,991,000 | -0.7% | 653,545 | -5.2% | 1.58% | -13.3% |
| Q1 2021 | $26,174,000 | +13.7% | 689,153 | +4.3% | 1.82% | +7.6% |
| Q4 2020 | $23,011,000 | -99.9% | 660,489 | -0.9% | 1.70% | -6.7% |
| Q3 2020 | $20,931,000,000 | – | 666,313 | – | 1.82% | – |
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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% |