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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,676,800 | -10.4% | 151,828 | -3.9% | 0.54% | -5.3% |
| Q2 2023 | $6,334,040 | -1.4% | 157,995 | -1.2% | 0.57% | -10.3% |
| Q1 2023 | $6,420,929 | -19.1% | 159,884 | -27.9% | 0.63% | -28.6% |
| Q3 2022 | $7,941,000 | -9.0% | 221,867 | -1.3% | 0.88% | -8.6% |
| Q2 2022 | $8,724,000 | -7.8% | 224,796 | +0.5% | 0.97% | +5.2% |
| Q1 2022 | $9,458,000 | -0.2% | 223,593 | +1.4% | 0.92% | +1.7% |
| Q4 2021 | $9,481,000 | +8.9% | 220,453 | -0.7% | 0.90% | -2.4% |
| Q3 2021 | $8,706,000 | -10.4% | 222,090 | -9.1% | 0.93% | -9.4% |
| Q2 2021 | $9,712,000 | +7.5% | 244,204 | +2.7% | 1.02% | -4.4% |
| Q1 2021 | $9,035,000 | +12.7% | 237,876 | +4.1% | 1.07% | +6.3% |
| Q4 2020 | $8,016,000 | -5.8% | 228,568 | -15.5% | 1.01% | -20.3% |
| Q3 2020 | $8,513,000 | -3.9% | 270,587 | -7.4% | 1.26% | -11.9% |
| Q2 2020 | $8,860,000 | +58.0% | 292,210 | +44.3% | 1.43% | +32.6% |
| Q1 2020 | $5,606,000 | -24.4% | 202,528 | -1.6% | 1.08% | -10.0% |
| Q4 2019 | $7,415,000 | +5.1% | 205,807 | +1.7% | 1.20% | -3.5% |
| Q3 2019 | $7,055,000 | +14.5% | 202,323 | +10.8% | 1.24% | +12.6% |
| Q2 2019 | $6,159,000 | -29.8% | 182,583 | +8.5% | 1.11% | +3.8% |
| Q1 2019 | $8,778,000 | +127.9% | 168,290 | +27.0% | 1.07% | +29.7% |
| Q4 2018 | $3,851,000 | -92.1% | 132,497 | -90.8% | 0.82% | +34.8% |
| Q3 2018 | $48,443,000 | -50.8% | 1,446,985 | -51.4% | 0.61% | -45.1% |
| Q2 2018 | $98,492,000 | +4692.8% | 2,979,419 | +4148.0% | 1.11% | +183.4% |
| Q1 2018 | $2,055,000 | +17.8% | 70,137 | +24.9% | 0.39% | +19.9% |
| Q4 2017 | $1,744,000 | +21.0% | 56,149 | +15.9% | 0.33% | +9.4% |
| Q3 2017 | $1,441,000 | +12.8% | 48,443 | +9.9% | 0.30% | +4.5% |
| Q2 2017 | $1,277,000 | +28.9% | 44,080 | +28.3% | 0.29% | +16.7% |
| Q1 2017 | $991,000 | +17.1% | 34,369 | +14.2% | 0.24% | -9.6% |
| Q4 2016 | $846,000 | +49.7% | 30,084 | +41.9% | 0.27% | +29.7% |
| Q3 2016 | $565,000 | – | 21,195 | – | 0.21% | – |
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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% |