FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,703,085 | +3.1% | 72,294 | +10.5% | 0.10% | +5.0% |
| Q2 2023 | $2,622,240 | +4.3% | 65,409 | +4.5% | 0.10% | -2.9% |
| Q1 2023 | $2,513,229 | -4.9% | 62,580 | -5.5% | 0.10% | -12.7% |
| Q4 2022 | $2,642,887 | +9.0% | 66,221 | -2.2% | 0.12% | -5.6% |
| Q3 2022 | $2,424,000 | -6.2% | 67,727 | +1.7% | 0.12% | -26.9% |
| Q2 2022 | $2,583,000 | -14.8% | 66,563 | -7.2% | 0.17% | +0.6% |
| Q1 2022 | $3,033,000 | +0.2% | 71,701 | +2.0% | 0.17% | +6.2% |
| Q4 2021 | $3,026,000 | +8.4% | 70,313 | -1.3% | 0.16% | -3.0% |
| Q3 2021 | $2,791,000 | +4.2% | 71,206 | +5.7% | 0.16% | +3.8% |
| Q2 2021 | $2,679,000 | +8.8% | 67,364 | +3.9% | 0.16% | -5.9% |
| Q1 2021 | $2,463,000 | +3.4% | 64,839 | -4.5% | 0.17% | -4.5% |
| Q4 2020 | $2,382,000 | +9.5% | 67,924 | -1.7% | 0.18% | -6.3% |
| Q3 2020 | $2,175,000 | -2.1% | 69,128 | -5.7% | 0.19% | -13.3% |
| Q2 2020 | $2,222,000 | +21.4% | 73,287 | +10.9% | 0.22% | -12.1% |
| Q1 2020 | $1,830,000 | -19.3% | 66,102 | +5.1% | 0.25% | +2.9% |
| Q4 2019 | $2,267,000 | +97.0% | 62,911 | +90.6% | 0.24% | +58.6% |
| Q3 2019 | $1,151,000 | +32.3% | 33,004 | +27.9% | 0.15% | +34.5% |
| Q2 2019 | $870,000 | +9.4% | 25,796 | +5.4% | 0.11% | -4.2% |
| Q1 2019 | $795,000 | -34.6% | 24,476 | -41.5% | 0.12% | -50.8% |
| Q4 2018 | $1,216,000 | +87.4% | 41,810 | +103.9% | 0.24% | +142.4% |
| Q3 2018 | $649,000 | +97.3% | 20,510 | +88.6% | 0.10% | +32.0% |
| Q2 2018 | $329,000 | +1.2% | 10,873 | 0.0% | 0.08% | -8.5% |
| Q1 2018 | $325,000 | -12.4% | 10,873 | -9.6% | 0.08% | -41.4% |
| Q4 2017 | $371,000 | – | 12,023 | – | 0.14% | – |
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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% |