FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,684,598 | -26.9% | 45,055 | -21.6% | 0.19% | -21.7% |
| Q2 2023 | $2,304,092 | -16.0% | 57,473 | -15.9% | 0.24% | -18.4% |
| Q1 2023 | $2,743,295 | -0.0% | 68,309 | -3.4% | 0.30% | -8.8% |
| Q2 2022 | $2,744,000 | -20.2% | 70,704 | -13.0% | 0.33% | -4.1% |
| Q1 2022 | $3,440,000 | -12.3% | 81,313 | -10.8% | 0.34% | -13.0% |
| Q4 2021 | $3,924,000 | +8.0% | 91,180 | -1.6% | 0.39% | +2.3% |
| Q3 2021 | $3,634,000 | +0.9% | 92,706 | +2.3% | 0.38% | -0.5% |
| Q2 2021 | $3,602,000 | -19.5% | 90,580 | -23.1% | 0.39% | -31.1% |
| Q1 2021 | $4,472,000 | +2039.7% | 117,738 | +1877.5% | 0.56% | +1597.0% |
| Q4 2020 | $209,000 | – | 5,954 | – | 0.03% | – |
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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% |