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 | $20,526,383 | +45.8% | 548,981 | +56.3% | 0.12% | +44.7% |
| Q2 2023 | $14,079,807 | +10.5% | 351,205 | +10.7% | 0.08% | +3.7% |
| Q1 2023 | $12,741,771 | +42.4% | 317,275 | +41.5% | 0.08% | +26.2% |
| Q4 2022 | $8,949,995 | +8.5% | 224,254 | -2.7% | 0.06% | 0.0% |
| Q3 2022 | $8,246,000 | -7.3% | 230,412 | +0.5% | 0.06% | -8.5% |
| Q2 2022 | $8,898,000 | -3.9% | 229,281 | +4.8% | 0.07% | +10.9% |
| Q1 2022 | $9,258,000 | +12.8% | 218,874 | +14.7% | 0.06% | +12.3% |
| Q4 2021 | $8,210,000 | +17.1% | 190,744 | +6.7% | 0.06% | -1.7% |
| Q3 2021 | $7,009,000 | +0.1% | 178,790 | +1.6% | 0.06% | -4.9% |
| Q2 2021 | $7,001,000 | -88.0% | 176,028 | -88.5% | 0.06% | -89.6% |
| Q1 2021 | $58,311,000 | +225.0% | 1,535,302 | +200.1% | 0.59% | +188.7% |
| Q4 2020 | $17,941,000 | +229.6% | 511,584 | +195.6% | 0.20% | +161.5% |
| Q3 2020 | $5,444,000 | -80.0% | 173,042 | -80.7% | 0.08% | -81.4% |
| Q2 2020 | $27,178,000 | +99.1% | 896,372 | +81.8% | 0.42% | +33.8% |
| Q1 2020 | $13,651,000 | -1.2% | 493,161 | +28.6% | 0.31% | +4.7% |
| Q4 2019 | $13,820,000 | +64.0% | 383,570 | +58.8% | 0.30% | +23.5% |
| Q3 2019 | $8,425,000 | +8.9% | 241,610 | +5.4% | 0.24% | +4.7% |
| Q2 2019 | $7,735,000 | +1000.3% | 229,245 | +958.2% | 0.23% | +373.5% |
| Q1 2019 | $703,000 | +100.3% | 21,664 | +79.6% | 0.05% | -18.3% |
| Q4 2018 | $351,000 | -58.1% | 12,064 | -54.4% | 0.06% | +30.4% |
| Q3 2018 | $837,000 | +6.1% | 26,439 | +1.5% | 0.05% | -14.8% |
| Q2 2018 | $789,000 | +0.8% | 26,045 | -0.6% | 0.05% | -10.0% |
| Q1 2018 | $783,000 | -9.3% | 26,209 | -6.3% | 0.06% | -21.1% |
| Q4 2017 | $863,000 | +43.6% | 27,965 | +38.5% | 0.08% | +35.7% |
| Q3 2017 | $601,000 | -59.2% | 20,188 | -59.9% | 0.06% | -68.2% |
| Q2 2017 | $1,472,000 | – | 50,337 | – | 0.18% | – |
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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% |