FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,489 | -6.7% | 17,103 | 0.0% | 0.41% | -4.0% |
| Q2 2023 | $685,667 | -0.0% | 17,103 | +0.2% | 0.43% | +0.5% |
| Q1 2023 | $685,778 | +0.8% | 17,076 | +0.1% | 0.43% | -0.2% |
| Q4 2022 | $680,667 | +11.8% | 17,055 | +0.2% | 0.43% | +0.9% |
| Q3 2022 | $609,000 | -7.7% | 17,027 | +0.1% | 0.42% | -1.2% |
| Q2 2022 | $660,000 | -8.2% | 17,005 | +0.1% | 0.43% | +10.9% |
| Q1 2022 | $719,000 | -1.5% | 16,987 | +0.1% | 0.39% | -0.8% |
| Q4 2021 | $730,000 | +5.5% | 16,970 | -3.9% | 0.39% | -3.0% |
| Q3 2021 | $692,000 | -1.4% | 17,658 | +0.1% | 0.40% | +2.3% |
| Q2 2021 | $702,000 | +4.9% | 17,639 | +0.1% | 0.39% | +0.5% |
| Q1 2021 | $669,000 | +8.4% | 17,617 | +0.1% | 0.39% | -5.1% |
| Q4 2020 | $617,000 | +11.6% | 17,595 | +0.2% | 0.41% | +1.7% |
| Q3 2020 | $553,000 | +1.5% | 17,567 | -2.2% | 0.40% | +0.5% |
| Q2 2020 | $545,000 | +9.7% | 17,971 | +0.2% | 0.40% | -8.4% |
| Q1 2020 | $497,000 | -22.9% | 17,939 | +0.1% | 0.44% | +2.3% |
| Q4 2019 | $645,000 | +3.4% | 17,914 | +0.2% | 0.43% | -2.9% |
| Q3 2019 | $624,000 | +3.5% | 17,886 | +0.1% | 0.44% | +3.0% |
| Q2 2019 | $603,000 | +4.1% | 17,864 | +0.1% | 0.43% | +7.8% |
| Q1 2019 | $579,000 | +11.8% | 17,844 | +0.2% | 0.40% | +0.8% |
| Q4 2018 | $518,000 | -8.0% | 17,809 | +0.1% | 0.40% | -0.8% |
| Q3 2018 | $563,000 | +4.6% | 17,786 | +0.2% | 0.40% | -1.0% |
| Q2 2018 | $538,000 | -0.2% | 17,759 | -1.6% | 0.40% | -4.1% |
| Q1 2018 | $539,000 | -4.8% | 18,039 | -1.6% | 0.42% | -0.5% |
| Q4 2017 | $566,000 | – | 18,331 | – | 0.42% | – |
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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% |