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 | $163,544 | -7.2% | 4,374 | -0.5% | 0.06% | -3.3% |
| Q2 2023 | $176,253 | +16.9% | 4,396 | +17.1% | 0.06% | +9.1% |
| Q1 2023 | $150,718 | +89613.1% | 3,753 | -10.6% | 0.06% | -15.4% |
| Q4 2022 | $168 | -99.9% | 4,199 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $150,000 | +37.6% | 4,199 | +50.2% | 0.06% | +44.4% |
| Q2 2022 | $109,000 | -7.6% | 2,796 | 0.0% | 0.04% | +9.8% |
| Q1 2022 | $118,000 | -3.3% | 2,796 | -1.4% | 0.04% | -4.7% |
| Q4 2021 | $122,000 | +9.9% | 2,837 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $111,000 | -1.8% | 2,837 | 0.0% | 0.04% | -15.4% |
| Q2 2021 | $113,000 | +4.6% | 2,837 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $108,000 | -6.9% | 2,837 | -14.5% | 0.05% | -26.8% |
| Q4 2020 | $116,000 | +11.5% | 3,317 | 0.0% | 0.07% | -2.7% |
| Q3 2020 | $104,000 | 0.0% | 3,317 | -2.9% | 0.07% | -5.2% |
| Q2 2020 | $104,000 | +44.4% | 3,417 | +30.5% | 0.08% | +24.2% |
| Q1 2020 | $72,000 | +7.5% | 2,619 | +40.7% | 0.06% | +34.8% |
| Q4 2019 | $67,000 | -20.2% | 1,861 | -22.5% | 0.05% | -4.2% |
| Q3 2019 | $84,000 | +3.7% | 2,401 | 0.0% | 0.05% | +4.3% |
| Q2 2019 | $81,000 | -13.8% | 2,401 | -17.2% | 0.05% | -16.4% |
| Q1 2019 | $94,000 | -50.5% | 2,901 | -55.5% | 0.06% | -53.0% |
| Q4 2018 | $190,000 | +81.0% | 6,517 | +80.3% | 0.12% | +58.1% |
| Q1 2017 | $105,000 | – | 3,614 | – | 0.07% | – |
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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% |