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 | $1,065,808 | -8.0% | 28,505 | -1.4% | 0.07% | -14.6% |
Q2 2023 | $1,159,109 | +2.8% | 28,912 | +3.0% | 0.08% | -5.7% |
Q1 2023 | $1,127,069 | -49.0% | 28,064 | -49.3% | 0.09% | -52.7% |
Q4 2022 | $2,211,260 | +2.8% | 55,406 | -7.8% | 0.18% | -18.6% |
Q3 2022 | $2,151,000 | -20.9% | 60,095 | -14.3% | 0.23% | -8.5% |
Q2 2022 | $2,721,000 | -38.8% | 70,108 | -33.3% | 0.25% | -31.6% |
Q1 2022 | $4,444,000 | +106.0% | 105,066 | +109.6% | 0.36% | +132.9% |
Q4 2021 | $2,157,000 | +69.0% | 50,120 | +54.0% | 0.16% | +42.2% |
Q3 2021 | $1,276,000 | +253.5% | 32,541 | +259.0% | 0.11% | +240.6% |
Q2 2021 | $361,000 | +15.3% | 9,064 | +10.1% | 0.03% | -3.0% |
Q1 2021 | $313,000 | +39.1% | 8,233 | +28.4% | 0.03% | +6.5% |
Q4 2020 | $225,000 | +11.9% | 6,413 | +0.4% | 0.03% | -36.7% |
Q3 2020 | $201,000 | -23.6% | 6,388 | -32.8% | 0.05% | -73.7% |
Q1 2020 | $263,000 | +10.5% | 9,502 | +44.0% | 0.19% | +37.8% |
Q4 2019 | $238,000 | +3.5% | 6,600 | +0.0% | 0.14% | +53.4% |
Q3 2019 | $230,000 | – | 6,599 | – | 0.09% | – |
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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% |