FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $43,179 | +10.7% | 1,082 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | -7.1% | 1,080 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -8.7% | 1,076 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | 0.0% | 1,077 | +0.7% | 0.00% | -20.0% |
| Q4 2021 | $46,000 | -24.6% | 1,069 | -31.0% | 0.01% | -16.7% |
| Q3 2021 | $61,000 | -14.1% | 1,549 | -12.9% | 0.01% | -14.3% |
| Q2 2021 | $71,000 | -77.9% | 1,779 | -79.0% | 0.01% | -81.1% |
| Q1 2021 | $321,000 | -39.7% | 8,460 | -44.2% | 0.04% | -45.6% |
| Q4 2020 | $532,000 | -59.3% | 15,170 | -63.5% | 0.07% | -65.8% |
| Q3 2020 | $1,307,000 | -81.5% | 41,547 | -82.2% | 0.20% | -83.7% |
| Q2 2020 | $7,064,000 | -40.0% | 232,974 | -45.2% | 1.22% | -53.9% |
| Q1 2020 | $11,764,000 | -11.2% | 425,000 | +15.5% | 2.65% | +5.7% |
| Q4 2019 | $13,254,000 | +10.8% | 367,866 | +7.2% | 2.51% | -2.2% |
| Q3 2019 | $11,966,000 | +33.1% | 343,161 | +28.8% | 2.56% | +27.5% |
| Q2 2019 | $8,987,000 | +259.2% | 266,357 | +245.6% | 2.01% | +190.6% |
| Q1 2019 | $2,502,000 | +250100.0% | 77,067 | +308168.0% | 0.69% | – |
| Q3 2018 | $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% |