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 | $254,459 | -33.2% | 6,806 | -28.3% | 0.02% | -34.6% |
| Q2 2023 | $380,683 | +2.8% | 9,496 | +3.0% | 0.03% | -3.7% |
| Q1 2023 | $370,326 | +3.0% | 9,221 | +2.4% | 0.03% | -3.6% |
| Q4 2022 | $359,561 | +7.0% | 9,009 | -4.0% | 0.03% | 0.0% |
| Q3 2022 | $336,000 | -7.9% | 9,388 | -0.2% | 0.03% | -9.7% |
| Q2 2022 | $365,000 | -9.0% | 9,404 | -0.8% | 0.03% | -3.1% |
| Q1 2022 | $401,000 | -64.4% | 9,484 | -66.3% | 0.03% | -68.0% |
| Q4 2021 | $1,125,000 | +2.3% | 28,133 | +0.9% | 0.10% | +7.5% |
| Q3 2021 | $1,100,000 | -2.2% | 27,870 | -0.9% | 0.09% | -7.0% |
| Q2 2021 | $1,125,000 | +5.3% | 28,133 | +1.6% | 0.10% | -8.3% |
| Q1 2021 | $1,068,000 | -25.9% | 27,694 | -32.6% | 0.11% | -36.6% |
| Q4 2020 | $1,441,000 | +8.8% | 41,083 | -0.4% | 0.17% | -5.5% |
| Q3 2020 | $1,325,000 | +119.7% | 41,245 | +107.4% | 0.18% | +109.2% |
| Q2 2020 | $603,000 | – | 19,884 | – | 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% |