FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,831,826 | +6.3% | 209,463 | +14.0% | 5.20% | +1.5% |
| Q2 2023 | $7,368,750 | +5.2% | 183,805 | +5.4% | 5.12% | -6.6% |
| Q1 2023 | $7,004,670 | +1543.6% | 174,419 | +1533.3% | 5.48% | +1335.1% |
| Q4 2022 | $426,189 | +11.9% | 10,679 | +0.4% | 0.38% | +1.3% |
| Q3 2022 | $381,000 | -7.5% | 10,640 | +0.2% | 0.38% | -3.1% |
| Q2 2022 | $412,000 | -8.0% | 10,623 | +0.3% | 0.39% | +36.5% |
| Q1 2022 | $448,000 | -1.3% | 10,591 | +0.4% | 0.28% | +8.4% |
| Q4 2021 | $454,000 | +14.1% | 10,552 | +4.0% | 0.26% | +7.3% |
| Q3 2021 | $398,000 | +0.3% | 10,142 | +1.6% | 0.24% | +3.4% |
| Q2 2021 | $397,000 | +8.2% | 9,987 | +3.4% | 0.24% | -2.1% |
| Q1 2021 | $367,000 | +22.7% | 9,659 | +13.2% | 0.24% | +17.5% |
| Q4 2020 | $299,000 | -10.7% | 8,533 | -20.0% | 0.21% | -23.4% |
| Q3 2020 | $335,000 | +5.3% | 10,662 | +1.5% | 0.27% | -1.8% |
| Q2 2020 | $318,000 | +50.7% | 10,502 | +37.8% | 0.27% | +25.1% |
| Q1 2020 | $211,000 | -15.3% | 7,621 | +10.3% | 0.22% | +47.0% |
| Q4 2019 | $249,000 | +22.1% | 6,907 | +18.5% | 0.15% | -17.7% |
| Q3 2019 | $204,000 | +87.2% | 5,830 | +60.0% | 0.18% | +98.9% |
| Q1 2018 | $109,000 | +32.9% | 3,643 | +36.9% | 0.09% | +35.8% |
| Q4 2017 | $82,000 | – | 2,662 | – | 0.07% | – |
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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% |