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 | $2,196,001 | -10.9% | 58,732 | -4.5% | 0.05% | -12.7% |
| Q2 2023 | $2,464,768 | -0.8% | 61,481 | -0.6% | 0.06% | -5.2% |
| Q1 2023 | $2,484,996 | -6.3% | 61,877 | -6.9% | 0.06% | -24.7% |
| Q4 2022 | $2,653,330 | +17.6% | 66,483 | +5.4% | 0.08% | -8.3% |
| Q3 2022 | $2,257,000 | -34.5% | 63,065 | -29.0% | 0.08% | -43.2% |
| Q2 2022 | $3,447,000 | -16.7% | 88,806 | -9.3% | 0.15% | -5.1% |
| Q1 2022 | $4,139,000 | -16.8% | 97,859 | -15.3% | 0.16% | -11.4% |
| Q4 2021 | $4,974,000 | +8.7% | 115,573 | -1.0% | 0.18% | -2.8% |
| Q3 2021 | $4,574,000 | -1.8% | 116,695 | -0.3% | 0.18% | -5.7% |
| Q2 2021 | $4,656,000 | -4.6% | 117,085 | -8.9% | 0.19% | -15.8% |
| Q1 2021 | $4,879,000 | -19.0% | 128,454 | -25.2% | 0.23% | -27.4% |
| Q4 2020 | $6,023,000 | +5.4% | 171,736 | -5.5% | 0.31% | -20.5% |
| Q3 2020 | $5,715,000 | -10.2% | 181,650 | -13.4% | 0.40% | -13.8% |
| Q2 2020 | $6,361,000 | +10.2% | 209,786 | +0.6% | 0.46% | -10.4% |
| Q1 2020 | $5,774,000 | -17.3% | 208,596 | +7.6% | 0.51% | -7.1% |
| Q4 2019 | $6,983,000 | +8.1% | 193,800 | +4.6% | 0.55% | -5.0% |
| Q3 2019 | $6,458,000 | +5.4% | 185,191 | +1.9% | 0.58% | +22.2% |
| Q2 2019 | $6,129,000 | +11.9% | 181,661 | +7.7% | 0.47% | -40.8% |
| Q1 2019 | $5,478,000 | +36.0% | 168,699 | +21.8% | 0.80% | +18.0% |
| Q4 2018 | $4,028,000 | +201300.0% | 138,519 | +242915.8% | 0.68% | – |
| Q3 2018 | $2,000 | – | 57 | – | 0.00% | – |
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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% |