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 2021 | $1,355,000 | +3.4% | 31,488 | -5.9% | 0.20% | -2.0% |
| Q3 2021 | $1,311,000 | -2.2% | 33,453 | -0.5% | 0.20% | -4.7% |
| Q2 2021 | $1,340,000 | +2.3% | 33,613 | -2.6% | 0.21% | -11.6% |
| Q1 2021 | $1,310,000 | -7.3% | 34,498 | -14.4% | 0.24% | -17.5% |
| Q4 2020 | $1,413,000 | +58.9% | 40,298 | +37.5% | 0.29% | +26.4% |
| Q2 2020 | $889,000 | +4.5% | 29,318 | -4.7% | 0.23% | -13.2% |
| Q1 2020 | $851,000 | +224.8% | 30,748 | +309.2% | 0.27% | +183.0% |
| Q4 2019 | $262,000 | 0.0% | 7,514 | 0.0% | 0.09% | 0.0% |
| Q3 2019 | $262,000 | +10.1% | 7,514 | -2.9% | 0.09% | -29.3% |
| Q2 2018 | $238,000 | -14.4% | 7,735 | -18.2% | 0.13% | -10.1% |
| Q1 2018 | $278,000 | -10.3% | 9,458 | -5.1% | 0.15% | -5.1% |
| Q4 2017 | $310,000 | -96.8% | 9,969 | -97.0% | 0.16% | -96.9% |
| Q3 2017 | $9,806,000 | +6.8% | 329,374 | +4.9% | 4.97% | +15.6% |
| Q2 2017 | $9,182,000 | +90.9% | 314,097 | +89.4% | 4.30% | +45.6% |
| Q1 2017 | $4,811,000 | +2270.0% | 165,857 | +2187.7% | 2.96% | +1883.2% |
| Q4 2016 | $203,000 | – | 7,250 | – | 0.15% | – |
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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% |