FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,450,880 | -6.7% | 38,803 | +0.1% | 0.15% | +14.8% |
| Q2 2023 | $1,554,781 | -23.2% | 38,782 | -23.0% | 0.13% | -37.6% |
| Q1 2023 | $2,023,610 | +0.9% | 50,388 | +0.2% | 0.20% | +15.2% |
| Q4 2022 | $2,006,080 | +11.5% | 50,265 | 0.0% | 0.18% | +3.5% |
| Q3 2022 | $1,799,000 | -9.4% | 50,265 | -1.9% | 0.17% | -6.0% |
| Q2 2022 | $1,986,000 | -12.5% | 51,229 | -4.6% | 0.18% | +5.2% |
| Q1 2022 | $2,271,000 | -4.9% | 53,692 | -3.2% | 0.17% | -7.9% |
| Q4 2021 | $2,388,000 | +13.4% | 55,475 | +3.3% | 0.19% | -1.0% |
| Q3 2021 | $2,105,000 | +0.1% | 53,710 | +1.6% | 0.19% | -2.1% |
| Q2 2021 | $2,103,000 | +4.7% | 52,877 | 0.0% | 0.20% | -2.5% |
| Q1 2021 | $2,008,000 | +8.3% | 52,877 | +0.0% | 0.20% | -5.7% |
| Q4 2020 | $1,854,000 | +8.1% | 52,869 | -3.0% | 0.21% | -25.1% |
| Q3 2020 | $1,715,000 | +3.8% | 54,507 | 0.0% | 0.28% | +22.5% |
| Q2 2020 | $1,653,000 | +8.5% | 54,507 | -0.9% | 0.23% | +463.4% |
| Q1 2020 | $1,523,000 | -2.6% | 55,007 | +26.7% | 0.04% | -84.8% |
| Q4 2019 | $1,564,000 | +15.5% | 43,404 | +11.8% | 0.27% | +6.7% |
| Q3 2019 | $1,354,000 | +9.1% | 38,823 | +5.5% | 0.25% | +2.4% |
| Q2 2019 | $1,241,000 | +15.1% | 36,790 | +10.9% | 0.25% | +6.0% |
| Q1 2019 | $1,078,000 | +19.0% | 33,187 | +6.5% | 0.23% | 0.0% |
| Q4 2018 | $906,000 | +3.7% | 31,170 | +12.8% | 0.23% | +18.9% |
| Q3 2018 | $874,000 | +4.4% | 27,627 | 0.0% | 0.20% | -1.0% |
| Q2 2018 | $837,000 | +1.9% | 27,627 | +0.5% | 0.20% | -4.3% |
| Q1 2018 | $821,000 | -3.2% | 27,477 | 0.0% | 0.21% | -3.7% |
| Q4 2017 | $848,000 | +3.8% | 27,477 | 0.0% | 0.22% | +1.4% |
| Q3 2017 | $817,000 | +16.1% | 27,477 | +14.1% | 0.21% | +73.8% |
| Q2 2017 | $704,000 | +8.6% | 24,071 | +7.8% | 0.12% | -38.4% |
| Q1 2017 | $648,000 | – | 22,321 | – | 0.20% | – |
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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% |