FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,814 | -11.2% | 8,714 | -4.8% | 0.10% | -13.6% |
| Q2 2023 | $366,851 | -4.7% | 9,151 | -4.5% | 0.11% | -14.1% |
| Q1 2023 | $385,029 | -1.9% | 9,587 | -2.5% | 0.13% | -9.2% |
| Q4 2022 | $392,476 | +11.8% | 9,834 | +0.2% | 0.14% | +3.7% |
| Q3 2022 | $351,000 | -13.5% | 9,819 | -6.1% | 0.14% | -10.5% |
| Q2 2022 | $406,000 | -7.9% | 10,457 | +0.2% | 0.15% | +5.6% |
| Q1 2022 | $441,000 | -9.3% | 10,435 | -7.5% | 0.14% | -8.9% |
| Q4 2021 | $486,000 | -76.8% | 11,287 | -78.9% | 0.16% | -74.5% |
| Q3 2021 | $2,097,000 | -2.9% | 53,507 | -1.5% | 0.62% | -3.3% |
| Q2 2021 | $2,160,000 | -42.3% | 54,318 | -44.9% | 0.64% | -50.0% |
| Q1 2021 | $3,742,000 | +13.2% | 98,522 | +4.5% | 1.28% | +7.9% |
| Q4 2020 | $3,307,000 | +126.4% | 94,308 | +103.1% | 1.18% | +97.5% |
| Q3 2020 | $1,461,000 | +53.5% | 46,436 | +47.8% | 0.60% | +15.4% |
| Q2 2020 | $952,000 | -73.6% | 31,408 | -68.6% | 0.52% | -70.8% |
| Q4 2019 | $3,603,000 | +14.8% | 100,002 | +11.1% | 1.78% | -4.3% |
| Q3 2019 | $3,139,000 | +38.3% | 90,030 | +33.9% | 1.86% | +32.6% |
| Q2 2019 | $2,269,000 | -5.2% | 67,247 | -8.8% | 1.40% | -11.6% |
| Q1 2019 | $2,394,000 | +11.8% | 73,735 | +0.1% | 1.58% | -4.4% |
| Q4 2018 | $2,141,000 | -5.6% | 73,631 | +2.8% | 1.66% | +4.3% |
| Q3 2018 | $2,267,000 | – | 71,647 | – | 1.59% | – |
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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% |