FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,731 | +3.1% | 8,043 | +10.5% | 0.01% | +7.7% |
| Q2 2023 | $291,797 | -0.1% | 7,279 | +0.1% | 0.01% | -13.3% |
| Q1 2023 | $292,058 | -4.4% | 7,272 | -5.0% | 0.02% | -11.8% |
| Q4 2022 | $305,572 | +15.7% | 7,657 | +3.6% | 0.02% | +21.4% |
| Q3 2022 | $264,000 | -7.7% | 7,390 | +0.1% | 0.01% | -22.2% |
| Q2 2022 | $286,000 | -8.6% | 7,381 | -0.3% | 0.02% | -14.3% |
| Q1 2022 | $313,000 | -6.8% | 7,400 | -5.2% | 0.02% | 0.0% |
| Q4 2021 | $336,000 | +13.5% | 7,805 | +3.3% | 0.02% | 0.0% |
| Q3 2021 | $296,000 | -80.3% | 7,553 | -80.0% | 0.02% | -80.6% |
| Q2 2021 | $1,504,000 | – | 37,812 | – | 0.11% | – |
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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% |