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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,860,000 | +10.7% | 112,926 | +0.8% | 1.49% | -1.6% |
| Q3 2021 | $4,392,000 | -2.7% | 112,038 | -0.0% | 1.51% | -0.9% |
| Q2 2021 | $4,515,000 | +5.7% | 112,043 | +1.5% | 1.53% | -2.0% |
| Q1 2021 | $4,272,000 | +14.7% | 110,407 | +4.0% | 1.56% | +3.7% |
| Q4 2020 | $3,723,000 | +16.9% | 106,165 | +7.3% | 1.50% | +5.4% |
| Q3 2020 | $3,184,000 | +12.4% | 98,957 | +5.9% | 1.42% | +0.7% |
| Q2 2020 | $2,833,000 | +11.9% | 93,421 | +2.1% | 1.42% | -2.9% |
| Q1 2020 | $2,532,000 | -97.2% | 91,504 | -97.2% | 1.46% | -66.5% |
| Q4 2019 | $91,692,000 | +2852.1% | 3,303,575 | +3603.1% | 4.35% | +169.4% |
| Q3 2019 | $3,106,000 | +8.0% | 89,212 | +4.6% | 1.62% | +5.6% |
| Q2 2019 | $2,875,000 | +5.7% | 85,297 | +1.9% | 1.53% | +0.2% |
| Q1 2019 | $2,721,000 | +27.9% | 83,729 | +14.5% | 1.53% | +6.6% |
| Q4 2018 | $2,127,000 | -8.2% | 73,145 | -0.0% | 1.43% | +6.9% |
| Q3 2018 | $2,316,000 | +6.2% | 73,180 | +1.6% | 1.34% | -3.0% |
| Q2 2018 | $2,180,000 | +3.2% | 72,055 | +2.2% | 1.38% | -1.3% |
| Q1 2018 | $2,113,000 | +0.3% | 70,520 | +3.4% | 1.40% | +0.4% |
| Q4 2017 | $2,107,000 | +7.1% | 68,175 | +3.1% | 1.40% | -3.0% |
| Q3 2017 | $1,967,000 | +13.9% | 66,109 | +11.6% | 1.44% | +2.3% |
| Q2 2017 | $1,727,000 | +3.6% | 59,229 | +3.0% | 1.41% | -4.2% |
| Q1 2017 | $1,667,000 | -4.4% | 57,489 | -11.0% | 1.47% | -21.7% |
| Q3 2016 | $1,743,000 | +46.5% | 64,560 | +46.0% | 1.88% | +33.9% |
| Q2 2016 | $1,190,000 | +53.4% | 44,234 | +46.5% | 1.40% | +46.6% |
| Q1 2016 | $776,000 | +106.9% | 30,190 | +92.5% | 0.96% | +95.3% |
| Q4 2015 | $375,000 | – | 15,680 | – | 0.49% | – |
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% |