FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,806,506 | -4.4% | 219,286 | -5.0% | 4.37% | +4.4% |
| Q4 2022 | $9,213,919 | +1063.4% | 230,867 | +943.2% | 4.18% | +903.4% |
| Q3 2022 | $792,000 | -3.9% | 22,130 | +4.2% | 0.42% | +14.6% |
| Q2 2022 | $824,000 | -8.2% | 21,230 | 0.0% | 0.36% | +28.6% |
| Q1 2022 | $898,000 | -2.6% | 21,230 | -0.9% | 0.28% | -30.6% |
| Q4 2021 | $922,000 | +2.6% | 21,430 | -6.5% | 0.41% | -4.9% |
| Q3 2021 | $899,000 | -1.4% | 22,930 | 0.0% | 0.43% | +1.9% |
| Q2 2021 | $912,000 | +4.7% | 22,930 | 0.0% | 0.42% | -4.3% |
| Q1 2021 | $871,000 | +2.5% | 22,930 | -5.4% | 0.44% | -3.3% |
| Q4 2020 | $850,000 | +6.5% | 24,228 | -4.5% | 0.46% | -14.3% |
| Q3 2020 | $798,000 | -13.4% | 25,380 | -16.6% | 0.53% | -5.3% |
| Q2 2020 | $922,000 | -31.2% | 30,421 | -37.1% | 0.56% | -41.7% |
| Q1 2020 | $1,340,000 | -45.7% | 48,396 | -29.3% | 0.96% | -6.2% |
| Q4 2019 | $2,467,000 | +7.1% | 68,465 | +3.7% | 1.03% | +0.9% |
| Q3 2019 | $2,303,000 | +31.5% | 66,015 | +27.2% | 1.02% | +27.9% |
| Q2 2019 | $1,751,000 | +3.3% | 51,900 | -0.6% | 0.80% | +3.0% |
| Q1 2019 | $1,695,000 | +9.6% | 52,200 | -1.9% | 0.77% | +7.1% |
| Q4 2018 | $1,547,000 | -28.0% | 53,200 | -21.6% | 0.72% | -10.7% |
| Q3 2018 | $2,148,000 | +3.0% | 67,900 | -1.5% | 0.81% | -7.6% |
| Q2 2018 | $2,086,000 | -2.9% | 68,900 | -4.2% | 0.87% | -5.6% |
| Q1 2018 | $2,149,000 | -8.2% | 71,900 | -5.3% | 0.92% | -2.5% |
| Q4 2017 | $2,342,000 | -0.1% | 75,900 | -3.7% | 0.95% | -5.4% |
| Q3 2017 | $2,344,000 | -18.6% | 78,776 | -20.0% | 1.00% | -19.2% |
| Q2 2017 | $2,880,000 | +104.0% | 98,472 | +102.3% | 1.24% | +83.0% |
| Q1 2017 | $1,412,000 | +218.7% | 48,676 | +207.8% | 0.68% | +191.0% |
| Q4 2016 | $443,000 | – | 15,813 | – | 0.23% | – |
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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% |