FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 253 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $813,000 | -1.3% | 20,728 | 0.0% | 0.49% | +3.4% |
| Q2 2021 | $824,000 | +4.7% | 20,728 | 0.0% | 0.48% | -2.7% |
| Q1 2021 | $787,000 | +20.7% | 20,728 | 0.0% | 0.49% | +0.2% |
| Q4 2020 | $652,000 | -0.3% | 20,728 | 0.0% | 0.49% | +0.2% |
| Q3 2020 | $654,000 | +4.1% | 20,728 | 0.0% | 0.49% | -15.0% |
| Q2 2020 | $628,000 | +1.1% | 20,728 | 0.0% | 0.57% | -1.9% |
| Q1 2020 | $621,000 | -22.8% | 20,728 | -7.9% | 0.58% | -0.2% |
| Q4 2019 | $804,000 | +5.8% | 22,497 | +3.3% | 0.58% | -15.6% |
| Q3 2019 | $760,000 | +2.4% | 21,785 | 0.0% | 0.69% | +1.5% |
| Q2 2019 | $742,000 | +4.5% | 21,785 | +0.0% | 0.68% | -4.5% |
| Q1 2019 | $710,000 | +10.1% | 21,780 | +0.0% | 0.72% | -19.2% |
| Q4 2018 | $645,000 | -4.3% | 21,775 | -1.4% | 0.88% | +2.9% |
| Q3 2018 | $674,000 | +0.9% | 22,080 | +0.0% | 0.86% | +11.3% |
| Q2 2018 | $668,000 | -1.0% | 22,073 | -2.2% | 0.77% | +46.4% |
| Q1 2018 | $675,000 | -4.8% | 22,574 | +0.0% | 0.53% | +3.9% |
| Q4 2017 | $709,000 | – | 22,568 | – | 0.51% | – |
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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% |