FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,918,967 | -20.5% | 51,323 | -14.7% | 0.87% | -20.3% |
| Q2 2023 | $2,412,299 | +1.9% | 60,172 | +2.1% | 1.09% | -9.6% |
| Q1 2023 | $2,366,447 | -4.3% | 58,925 | -4.9% | 1.21% | -8.7% |
| Q4 2022 | $2,471,810 | -2.7% | 61,935 | -12.8% | 1.32% | -4.3% |
| Q3 2022 | $2,541,000 | -6.2% | 70,997 | +1.7% | 1.38% | -3.3% |
| Q2 2022 | $2,708,000 | -6.0% | 69,781 | +2.4% | 1.43% | +14.7% |
| Q1 2022 | $2,882,000 | +36.9% | 68,133 | +39.3% | 1.25% | +37.0% |
| Q4 2021 | $2,105,000 | +250.8% | 48,916 | +219.3% | 0.91% | +224.2% |
| Q3 2021 | $600,000 | -2.6% | 15,318 | +0.1% | 0.28% | -21.9% |
| Q2 2021 | $616,000 | – | 15,308 | – | 0.36% | – |
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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% |