FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $605,660 | +108.1% | 15,176 | +86.9% | 0.24% | +52.5% |
| Q3 2022 | $291,000 | -3.3% | 8,121 | +5.9% | 0.16% | +49.1% |
| Q3 2021 | $301,000 | -1.6% | 7,672 | -0.5% | 0.11% | +15.2% |
| Q2 2021 | $306,000 | +5.5% | 7,707 | +1.0% | 0.09% | +15.0% |
| Q1 2021 | $290,000 | -27.3% | 7,627 | -47.1% | 0.08% | -57.4% |
| Q1 2020 | $399,000 | -43.6% | 14,414 | -26.5% | 0.19% | -56.6% |
| Q4 2019 | $707,000 | +12.2% | 19,618 | +8.5% | 0.43% | +13.4% |
| Q3 2019 | $630,000 | +3.4% | 18,075 | +0.2% | 0.38% | +7.0% |
| Q2 2019 | $609,000 | +14.0% | 18,041 | +9.6% | 0.36% | +6.6% |
| Q1 2019 | $534,000 | +4.9% | 16,454 | -6.0% | 0.34% | -14.1% |
| Q4 2018 | $509,000 | -7.8% | 17,505 | +0.3% | 0.39% | +26.6% |
| Q3 2018 | $552,000 | +3.0% | 17,452 | -1.4% | 0.31% | -11.0% |
| Q2 2018 | $536,000 | +1.7% | 17,697 | +0.3% | 0.35% | -7.2% |
| Q1 2018 | $527,000 | +1.9% | 17,636 | +5.3% | 0.37% | -7.0% |
| Q4 2017 | $517,000 | – | 16,742 | – | 0.40% | – |
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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% |