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 | $15,199,202 | -1.0% | 406,504 | +6.2% | 0.23% | +1.7% |
| Q2 2023 | $15,349,908 | +3.2% | 382,886 | +3.4% | 0.23% | -3.4% |
| Q1 2023 | $14,868,657 | +3.9% | 370,235 | +3.2% | 0.24% | -2.5% |
| Q4 2022 | $14,315,282 | +11.9% | 358,689 | +0.3% | 0.24% | +2.1% |
| Q3 2022 | $12,798,000 | -3.3% | 357,586 | +4.8% | 0.24% | -1.6% |
| Q2 2022 | $13,240,000 | -1.6% | 341,161 | +7.2% | 0.24% | +16.8% |
| Q1 2022 | $13,461,000 | -9.0% | 318,233 | -7.4% | 0.21% | -7.6% |
| Q4 2021 | $14,795,000 | +16.7% | 343,753 | +6.3% | 0.22% | +3.2% |
| Q3 2021 | $12,673,000 | +2.8% | 323,303 | +4.3% | 0.22% | +4.8% |
| Q2 2021 | $12,324,000 | -100.0% | 309,894 | -62.4% | 0.21% | -24.4% |
| Q1 2021 | $31,268,106,000 | +244315.7% | 823,278 | +125.7% | 0.28% | -0.7% |
| Q4 2020 | $12,793,000 | +16.7% | 364,784 | +4.7% | 0.28% | +0.4% |
| Q3 2020 | $10,962,000 | +12.6% | 348,438 | +8.5% | 0.28% | -0.4% |
| Q2 2020 | $9,735,000 | -27.0% | 321,071 | -33.4% | 0.28% | -43.2% |
| Q1 2020 | $13,338,000 | -17.7% | 481,887 | +7.1% | 0.49% | +1.9% |
| Q4 2019 | $16,214,000 | +8.5% | 450,023 | +5.0% | 0.48% | -5.0% |
| Q3 2019 | $14,945,000 | +5.9% | 428,611 | +2.4% | 0.50% | -2.7% |
| Q2 2019 | $14,115,000 | +52.6% | 418,364 | +46.9% | 0.52% | +32.1% |
| Q1 2019 | $9,248,000 | +155.9% | 284,821 | +129.2% | 0.39% | +122.7% |
| Q4 2018 | $3,614,000 | -24.8% | 124,289 | -18.2% | 0.18% | -23.1% |
| Q3 2018 | $4,808,000 | +13.6% | 151,945 | +8.7% | 0.23% | -9.5% |
| Q2 2018 | $4,231,000 | +9.4% | 139,732 | +8.0% | 0.25% | -4.5% |
| Q1 2018 | $3,867,000 | -3.7% | 129,385 | -0.5% | 0.26% | -13.7% |
| Q4 2017 | $4,014,000 | +16.9% | 130,088 | +12.7% | 0.31% | -12.0% |
| Q3 2017 | $3,433,000 | +23.8% | 115,427 | +21.8% | 0.35% | +11.9% |
| Q2 2017 | $2,773,000 | +2818.9% | 94,804 | +2793.9% | 0.31% | +2128.6% |
| Q1 2017 | $95,000 | +578.6% | 3,276 | +527.6% | 0.01% | +133.3% |
| Q4 2016 | $14,000 | – | 522 | – | 0.01% | – |
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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% |