FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,563,050 | -6.7% | 148,784 | +0.0% | 2.67% | -2.5% |
Q2 2023 | $5,963,918 | +0.5% | 148,763 | +0.7% | 2.74% | -2.5% |
Q1 2023 | $5,934,644 | +6.7% | 147,775 | +6.1% | 2.81% | +2.0% |
Q4 2022 | $5,560,845 | +12.1% | 139,335 | +0.6% | 2.76% | +13.3% |
Q3 2022 | $4,959,000 | -3.9% | 138,565 | +4.2% | 2.43% | -1.7% |
Q2 2022 | $5,161,000 | -4.2% | 132,983 | +4.4% | 2.48% | +13.9% |
Q1 2022 | $5,390,000 | +1.9% | 127,414 | +3.7% | 2.17% | +28.2% |
Q4 2021 | $5,288,000 | +18.9% | 122,864 | +8.3% | 1.70% | +11.4% |
Q3 2021 | $4,446,000 | +20.2% | 113,406 | +22.0% | 1.52% | +25.8% |
Q2 2021 | $3,698,000 | +21.2% | 92,990 | +15.7% | 1.21% | +5.0% |
Q1 2021 | $3,052,000 | +15.7% | 80,348 | +6.8% | 1.15% | -15.4% |
Q4 2020 | $2,638,000 | +48.6% | 75,215 | +33.3% | 1.36% | +36.5% |
Q3 2020 | $1,775,000 | +3.4% | 56,412 | -0.4% | 1.00% | -7.9% |
Q2 2020 | $1,717,000 | +65.1% | 56,628 | +50.7% | 1.08% | +39.1% |
Q1 2020 | $1,040,000 | – | 37,587 | – | 0.78% | – |
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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% |