FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,490,670 | -4.2% | 93,358 | +2.7% | 0.34% | -5.3% |
| Q2 2023 | $3,645,304 | +29.1% | 90,928 | +29.3% | 0.36% | +8.1% |
| Q1 2023 | $2,824,372 | +57.1% | 70,328 | +56.1% | 0.33% | +56.8% |
| Q4 2022 | $1,797,626 | +44.3% | 45,042 | +29.4% | 0.21% | +32.3% |
| Q3 2022 | $1,246,000 | +44.0% | 34,807 | +56.2% | 0.16% | +53.3% |
| Q2 2022 | $865,000 | -11.8% | 22,280 | -3.9% | 0.10% | -1.9% |
| Q1 2022 | $981,000 | -11.4% | 23,195 | -9.8% | 0.11% | -18.3% |
| Q4 2021 | $1,107,000 | +9.5% | 25,726 | -0.2% | 0.13% | +2.3% |
| Q3 2021 | $1,011,000 | -1.1% | 25,782 | +0.3% | 0.13% | 0.0% |
| Q2 2021 | $1,022,000 | +5.0% | 25,702 | +0.3% | 0.13% | -6.6% |
| Q1 2021 | $973,000 | +20.6% | 25,629 | +11.4% | 0.14% | +14.2% |
| Q4 2020 | $807,000 | +22.6% | 23,014 | +10.1% | 0.12% | -3.2% |
| Q3 2020 | $658,000 | +26.3% | 20,903 | +21.7% | 0.12% | +17.0% |
| Q2 2020 | $521,000 | +13.3% | 17,177 | +3.4% | 0.11% | -5.4% |
| Q1 2020 | $460,000 | -25.0% | 16,617 | -2.3% | 0.11% | -31.7% |
| Q4 2019 | $613,000 | +8.1% | 17,012 | +4.7% | 0.16% | +3.8% |
| Q3 2019 | $567,000 | +1.2% | 16,252 | -1.6% | 0.16% | -7.1% |
| Q2 2019 | $560,000 | +291.6% | 16,517 | +275.6% | 0.17% | +220.8% |
| Q1 2019 | $143,000 | +66.3% | 4,397 | +47.9% | 0.05% | +43.2% |
| Q4 2018 | $86,000 | – | 2,972 | – | 0.04% | – |
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% |