FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,487 | -98.8% | 7,047 | -98.7% | 0.09% | -98.7% |
| Q2 2023 | $21,527,969 | +2.0% | 536,991 | +2.2% | 7.24% | -1.1% |
| Q1 2023 | $21,103,638 | +1.5% | 525,489 | +0.9% | 7.32% | -3.9% |
| Q4 2022 | $20,790,755 | +5.1% | 520,941 | -5.8% | 7.62% | -4.5% |
| Q3 2022 | $19,791,000 | -7.6% | 552,980 | +0.1% | 7.98% | -1.8% |
| Q2 2022 | $21,430,000 | -10.9% | 552,173 | -2.9% | 8.12% | +0.9% |
| Q1 2022 | $24,047,000 | +0.7% | 568,488 | +2.5% | 8.05% | +3.2% |
| Q4 2021 | $23,876,000 | +14.7% | 554,738 | +4.5% | 7.81% | +5.3% |
| Q3 2021 | $20,807,000 | +1.1% | 530,797 | +2.6% | 7.42% | +3.7% |
| Q2 2021 | $20,573,000 | -0.1% | 517,297 | -4.6% | 7.15% | -3.9% |
| Q1 2021 | $20,599,000 | +11.1% | 542,359 | +2.6% | 7.44% | +6.2% |
| Q4 2020 | $18,534,000 | +9.9% | 528,499 | -1.4% | 7.01% | -1.4% |
| Q3 2020 | $16,860,000 | +11.0% | 535,912 | +7.0% | 7.11% | +4.6% |
| Q2 2020 | $15,186,000 | +516.8% | 500,856 | +463.1% | 6.79% | +327.7% |
| Q1 2020 | $2,462,000 | +31.7% | 88,952 | +71.5% | 1.59% | +67.9% |
| Q4 2019 | $1,869,000 | +18.3% | 51,867 | +14.5% | 0.95% | +7.0% |
| Q3 2019 | $1,580,000 | – | 45,310 | – | 0.88% | – |
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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% |