FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,956 | -31.9% | 400 | -27.0% | 0.00% | -100.0% |
| Q2 2023 | $21,969 | +36.8% | 548 | +37.0% | 0.00% | 0.0% |
| Q1 2023 | $16,064 | +0.4% | 400 | -11.1% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -10.5% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +5.6% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | -55.6% | 450 | -60.9% | 0.00% | -50.0% |
| Q3 2020 | $36,000 | – | 1,150 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | -30.3% | 1,676 | -9.1% | 0.00% | -20.0% |
| Q4 2019 | $66,000 | +3.1% | 1,844 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $64,000 | +3.2% | 1,844 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $62,000 | +3.3% | 1,844 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $60,000 | – | 1,844 | – | 0.01% | – |
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% |