FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,904 | -27.3% | 27,010 | -22.1% | 0.00% | -40.0% |
| Q2 2023 | $1,389,760 | +419.5% | 34,666 | +420.4% | 0.01% | +400.0% |
| Q1 2023 | $267,506 | -53.5% | 6,661 | -53.8% | 0.00% | -66.7% |
| Q4 2022 | $575,861 | -68.5% | 14,429 | -66.6% | 0.00% | -80.0% |
| Q1 2022 | $1,826,000 | -88.3% | 43,174 | -88.1% | 0.02% | -87.5% |
| Q4 2021 | $15,571,000 | -14.7% | 361,791 | -22.3% | 0.12% | -47.6% |
| Q3 2021 | $18,256,000 | +121.9% | 465,719 | +125.1% | 0.23% | +143.6% |
| Q2 2021 | $8,227,000 | +106.8% | 206,854 | +97.4% | 0.09% | +49.2% |
| Q1 2021 | $3,979,000 | +47.6% | 104,764 | +36.3% | 0.06% | +65.8% |
| Q4 2020 | $2,695,000 | +83.2% | 76,837 | +44.6% | 0.04% | -36.7% |
| Q1 2020 | $1,471,000 | +376.1% | 53,138 | +520.0% | 0.06% | +500.0% |
| Q4 2019 | $309,000 | – | 8,570 | – | 0.01% | – |
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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% |