FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,811 | +237.2% | 6,494 | +247.6% | 0.05% | +233.3% |
| Q2 2022 | $72,000 | -8.9% | 1,868 | +0.1% | 0.02% | +7.1% |
| Q1 2022 | $79,000 | -26.2% | 1,866 | -24.9% | 0.01% | -22.2% |
| Q4 2021 | $107,000 | -40.9% | 2,486 | -46.1% | 0.02% | -43.8% |
| Q3 2021 | $181,000 | -1.1% | 4,608 | +0.2% | 0.03% | -3.0% |
| Q2 2021 | $183,000 | +5.2% | 4,600 | +0.2% | 0.03% | -17.5% |
| Q1 2021 | $174,000 | +8.1% | 4,591 | +0.2% | 0.04% | 0.0% |
| Q4 2020 | $161,000 | +98.8% | 4,583 | +78.8% | 0.04% | +53.8% |
| Q3 2020 | $81,000 | +3.8% | 2,563 | 0.0% | 0.03% | -13.3% |
| Q2 2020 | $78,000 | -40.9% | 2,563 | -46.3% | 0.03% | -50.0% |
| Q1 2020 | $132,000 | -52.9% | 4,772 | -38.6% | 0.06% | -42.9% |
| Q4 2019 | $280,000 | -9.1% | 7,769 | -11.9% | 0.10% | -23.9% |
| Q3 2019 | $308,000 | -1.3% | 8,823 | -4.1% | 0.14% | +2.2% |
| Q2 2019 | $312,000 | +4.3% | 9,197 | 0.0% | 0.14% | -11.8% |
| Q1 2019 | $299,000 | +17.7% | 9,197 | +5.2% | 0.15% | -8.4% |
| Q4 2018 | $254,000 | -13.3% | 8,745 | -5.6% | 0.17% | -4.6% |
| Q3 2018 | $293,000 | +691.9% | 9,261 | +661.6% | 0.18% | +337.5% |
| Q2 2018 | $37,000 | -93.4% | 1,216 | -93.6% | 0.04% | -90.3% |
| Q1 2018 | $559,000 | -4.4% | 19,053 | +1.5% | 0.41% | -5.5% |
| Q4 2017 | $585,000 | +12.5% | 18,763 | +7.8% | 0.44% | -5.8% |
| Q3 2017 | $520,000 | +4.0% | 17,402 | +1.1% | 0.46% | -10.7% |
| Q2 2017 | $500,000 | +30.2% | 17,220 | +29.7% | 0.52% | +28.6% |
| Q1 2017 | $384,000 | +202.4% | 13,276 | +194.2% | 0.40% | +132.8% |
| Q4 2016 | $127,000 | – | 4,513 | – | 0.17% | – |
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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% |