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 | $567,132 | -4.1% | 15,168 | +2.9% | 0.06% | -6.3% |
| Q2 2023 | $591,207 | -80.0% | 14,747 | -79.9% | 0.06% | -60.6% |
| Q1 2023 | $2,953,487 | -2.2% | 73,543 | -2.8% | 0.16% | -12.1% |
| Q4 2022 | $3,020,349 | +22.9% | 75,679 | +10.2% | 0.18% | +9.6% |
| Q3 2022 | $2,458,000 | +56.2% | 68,688 | +69.3% | 0.17% | +56.6% |
| Q2 2022 | $1,574,000 | -3.0% | 40,577 | +5.8% | 0.11% | +8.2% |
| Q1 2022 | $1,622,000 | +10.9% | 38,358 | +12.9% | 0.10% | +7.7% |
| Q4 2021 | $1,463,000 | +945.0% | 33,984 | +851.1% | 0.09% | +810.0% |
| Q3 2021 | $140,000 | +14.8% | 3,573 | +16.1% | 0.01% | +11.1% |
| Q2 2021 | $122,000 | +10.9% | 3,078 | +6.2% | 0.01% | 0.0% |
| Q1 2021 | $110,000 | -1.8% | 2,897 | -9.4% | 0.01% | -10.0% |
| Q4 2020 | $112,000 | -81.8% | 3,199 | -85.3% | 0.01% | -76.2% |
| Q3 2020 | $615,000 | +266.1% | 21,808 | +293.6% | 0.04% | +90.9% |
| Q2 2020 | $168,000 | -67.4% | 5,540 | -70.2% | 0.02% | -75.6% |
| Q1 2020 | $515,000 | -86.6% | 18,612 | -82.5% | 0.09% | -81.5% |
| Q4 2019 | $3,831,000 | +67.9% | 106,339 | +62.5% | 0.49% | +31.7% |
| Q3 2019 | $2,282,000 | +997.1% | 65,425 | +921.5% | 0.37% | +800.0% |
| Q1 2019 | $208,000 | +16.9% | 6,405 | +4.5% | 0.04% | -8.9% |
| Q4 2018 | $178,000 | – | 6,130 | – | 0.04% | – |
Download | ||||||
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% |