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 | $520,310 | -92.1% | 13,834 | -91.6% | 0.04% | -92.2% |
| Q2 2023 | $6,622,474 | +6.4% | 164,207 | +5.9% | 0.46% | -0.2% |
| Q1 2023 | $6,226,905 | +6.0% | 155,052 | +5.7% | 0.46% | -1.3% |
| Q4 2022 | $5,873,286 | -14.5% | 146,710 | -23.6% | 0.47% | -47.5% |
| Q3 2022 | $6,869,000 | -5.4% | 191,914 | +2.6% | 0.89% | +11.6% |
| Q2 2022 | $7,262,000 | -9.5% | 187,115 | -1.3% | 0.80% | -6.2% |
| Q1 2022 | $8,020,000 | -15.2% | 189,606 | -13.7% | 0.85% | -15.0% |
| Q4 2021 | $9,460,000 | +15.1% | 219,791 | +4.8% | 1.00% | +9.7% |
| Q3 2021 | $8,221,000 | +0.8% | 209,730 | +2.3% | 0.92% | +2.2% |
| Q2 2021 | $8,155,000 | +10.2% | 205,042 | +5.2% | 0.90% | -18.9% |
| Q1 2021 | $7,401,000 | +9.2% | 194,860 | +0.8% | 1.10% | -8.5% |
| Q4 2020 | $6,780,000 | -4.8% | 193,321 | -14.6% | 1.21% | -19.2% |
| Q3 2020 | $7,124,000 | -3.1% | 226,452 | +0.3% | 1.49% | -5.5% |
| Q2 2020 | $7,355,000 | +19.2% | 225,831 | +1.8% | 1.58% | -3.6% |
| Q1 2020 | $6,171,000 | -16.9% | 221,735 | +9.6% | 1.64% | -6.1% |
| Q4 2019 | $7,422,000 | +31.7% | 202,284 | +25.2% | 1.74% | -53.5% |
| Q3 2019 | $5,636,000 | +73.6% | 161,627 | +68.0% | 3.75% | +50.0% |
| Q2 2019 | $3,246,000 | -11.7% | 96,206 | -15.0% | 2.50% | -47.4% |
| Q1 2019 | $3,676,000 | -23.5% | 113,200 | -31.5% | 4.76% | +3.5% |
| Q4 2018 | $4,805,000 | – | 165,233 | – | 4.60% | – |
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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% |