FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,461 | +91800.0% | 467 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $19 | 0.0% | 467 | 0.0% | 0.01% | -11.1% |
Q1 2023 | $19 | 0.0% | 467 | 0.0% | 0.01% | -10.0% |
Q4 2022 | $19 | -99.9% | 467 | 0.0% | 0.01% | +11.1% |
Q3 2022 | $17,000 | 0.0% | 467 | +8.9% | 0.01% | +12.5% |
Q2 2022 | $17,000 | -5.6% | 429 | 0.0% | 0.01% | +14.3% |
Q1 2022 | $18,000 | +38.5% | 429 | +38.8% | 0.01% | +40.0% |
Q4 2021 | $13,000 | +8.3% | 309 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $12,000 | -7.7% | 309 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $13,000 | +8.3% | 309 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $12,000 | +9.1% | 309 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $11,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $11,000 | +22.2% | 309 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $9,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $9,000 | +800.0% | 309 | +1136.0% | 0.01% | +500.0% |
Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $1,000 | – | 25 | – | 0.00% | – |
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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% |