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 2022 | $266,000 | -8.0% | 7,442 | 0.0% | 0.09% | -6.3% |
| Q2 2022 | $289,000 | -8.3% | 7,442 | 0.0% | 0.10% | +2.2% |
| Q1 2022 | $315,000 | -1.6% | 7,442 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $320,000 | +9.6% | 7,442 | 0.0% | 0.09% | -5.2% |
| Q3 2021 | $292,000 | -1.4% | 7,442 | 0.0% | 0.10% | -7.6% |
| Q2 2021 | $296,000 | +4.6% | 7,442 | 0.0% | 0.10% | -8.7% |
| Q1 2021 | $283,000 | +8.4% | 7,442 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $261,000 | +11.5% | 7,442 | 0.0% | 0.12% | -4.2% |
| Q3 2020 | $234,000 | -25.9% | 7,442 | -28.7% | 0.12% | -28.6% |
| Q2 2020 | $316,000 | +10.1% | 10,435 | +0.7% | 0.17% | -9.7% |
| Q1 2020 | $287,000 | -61.1% | 10,359 | -58.0% | 0.19% | -69.5% |
| Q1 2018 | $737,000 | -13.4% | 24,671 | -10.5% | 0.61% | -20.8% |
| Q4 2017 | $851,000 | – | 27,572 | – | 0.77% | – |
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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% |