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 | $9,331,973 | -8.0% | 249,585 | -1.4% | 0.47% | -10.4% |
| Q2 2023 | $10,144,472 | -6.0% | 253,042 | -5.8% | 0.53% | -14.3% |
| Q1 2023 | $10,791,163 | +2.9% | 268,705 | +2.3% | 0.62% | -6.5% |
| Q4 2022 | $10,485,905 | +37.4% | 262,739 | +23.2% | 0.66% | +13.6% |
| Q3 2022 | $7,630,000 | -6.5% | 213,181 | +1.4% | 0.58% | -19.3% |
| Q2 2022 | $8,162,000 | -5.5% | 210,317 | +3.0% | 0.72% | +9.8% |
| Q1 2022 | $8,638,000 | +2.8% | 204,218 | +4.7% | 0.66% | +5.8% |
| Q4 2021 | $8,399,000 | +11.4% | 195,135 | +1.5% | 0.62% | +0.8% |
| Q3 2021 | $7,537,000 | -2.8% | 192,269 | -1.4% | 0.61% | +24.8% |
| Q2 2021 | $7,752,000 | +5.3% | 194,914 | +0.6% | 0.49% | -7.0% |
| Q1 2021 | $7,360,000 | -12.4% | 193,793 | -19.1% | 0.53% | -24.2% |
| Q4 2020 | $8,399,000 | +20.4% | 239,497 | +8.0% | 0.70% | -0.3% |
| Q3 2020 | $6,978,000 | -0.9% | 221,818 | -4.5% | 0.70% | -27.5% |
| Q2 2020 | $7,041,000 | -10.3% | 232,217 | -18.1% | 0.96% | -14.6% |
| Q1 2020 | $7,847,000 | -8.8% | 283,488 | +18.7% | 1.13% | +10.9% |
| Q4 2019 | $8,605,000 | +29.4% | 238,821 | +25.2% | 1.02% | +12.7% |
| Q3 2019 | $6,651,000 | +5.2% | 190,739 | +1.8% | 0.90% | -1.5% |
| Q2 2019 | $6,322,000 | +25.9% | 187,383 | +21.1% | 0.92% | +9.7% |
| Q1 2019 | $5,023,000 | +101.1% | 154,704 | +80.1% | 0.84% | +74.0% |
| Q4 2018 | $2,498,000 | +17.0% | 85,890 | +27.3% | 0.48% | +4.1% |
| Q3 2018 | $2,135,000 | +2.7% | 67,471 | -1.7% | 0.46% | -13.0% |
| Q2 2018 | $2,078,000 | -5.3% | 68,624 | -8.2% | 0.53% | -9.8% |
| Q1 2018 | $2,194,000 | +9.0% | 74,740 | +15.5% | 0.59% | +10.5% |
| Q4 2017 | $2,013,000 | +33.4% | 64,734 | +28.1% | 0.53% | -17.0% |
| Q3 2017 | $1,509,000 | +4472.7% | 50,516 | +146.3% | 0.64% | +3912.5% |
| Q2 2017 | $33,000 | – | 20,509 | – | 0.02% | – |
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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% |