FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,193 | -6.7% | 17,496 | 0.0% | 0.08% | -5.0% |
| Q2 2023 | $701,433 | -0.2% | 17,496 | 0.0% | 0.08% | -1.2% |
| Q1 2023 | $702,658 | +26.0% | 17,496 | +25.2% | 0.08% | +24.6% |
| Q4 2022 | $557,521 | +11.5% | 13,969 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $500,000 | -10.6% | 13,969 | -3.0% | 0.06% | -5.9% |
| Q2 2022 | $559,000 | -14.1% | 14,406 | -6.5% | 0.07% | -4.2% |
| Q1 2022 | $651,000 | -1.8% | 15,401 | +0.0% | 0.07% | +7.6% |
| Q4 2021 | $663,000 | +10.0% | 15,398 | +0.0% | 0.07% | -45.0% |
| Q3 2021 | $603,000 | -12.9% | 15,395 | -11.5% | 0.12% | -12.4% |
| Q2 2021 | $692,000 | +2.4% | 17,393 | -2.2% | 0.14% | -3.5% |
| Q1 2021 | $676,000 | +6.6% | 17,790 | -1.6% | 0.14% | 0.0% |
| Q4 2020 | $634,000 | +12.4% | 18,082 | +0.8% | 0.14% | +0.7% |
| Q3 2020 | $564,000 | -20.7% | 17,940 | -23.5% | 0.14% | -26.6% |
| Q2 2020 | $711,000 | +7.9% | 23,448 | -1.5% | 0.19% | -5.9% |
| Q1 2020 | $659,000 | -26.2% | 23,808 | -4.0% | 0.20% | -11.3% |
| Q4 2019 | $893,000 | +3.4% | 24,796 | +0.0% | 0.23% | -5.7% |
| Q3 2019 | $864,000 | +5.0% | 24,786 | +1.6% | 0.24% | +2.5% |
| Q2 2019 | $823,000 | -0.7% | 24,401 | -4.4% | 0.24% | -6.7% |
| Q1 2019 | $829,000 | +6.3% | 25,534 | -4.8% | 0.26% | -4.5% |
| Q4 2018 | $780,000 | -20.7% | 26,834 | -13.7% | 0.27% | -14.4% |
| Q3 2018 | $984,000 | -3.1% | 31,091 | -7.3% | 0.31% | -11.1% |
| Q2 2018 | $1,016,000 | +1.4% | 33,553 | +0.1% | 0.35% | -11.6% |
| Q1 2018 | $1,002,000 | -30.8% | 33,508 | -28.6% | 0.40% | -29.6% |
| Q4 2017 | $1,449,000 | -2.6% | 46,950 | -6.1% | 0.56% | -5.7% |
| Q3 2017 | $1,487,000 | +0.8% | 49,982 | -0.9% | 0.60% | -4.5% |
| Q2 2017 | $1,475,000 | +1.0% | 50,429 | +0.1% | 0.63% | -5.4% |
| Q1 2017 | $1,461,000 | +5.3% | 50,362 | +1.7% | 0.66% | -4.5% |
| Q4 2016 | $1,387,000 | -0.5% | 49,499 | -4.1% | 0.69% | -9.5% |
| Q3 2016 | $1,394,000 | -9.6% | 51,640 | -9.7% | 0.77% | -15.3% |
| Q2 2016 | $1,542,000 | – | 57,203 | – | 0.90% | – |
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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% |