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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $941,127 | +12.2% | 23,581 | +0.6% | 0.37% | +6.6% |
| Q3 2022 | $839,000 | -8.7% | 23,442 | -1.0% | 0.35% | -6.7% |
| Q2 2022 | $919,000 | -7.7% | 23,684 | +0.5% | 0.37% | -2.1% |
| Q1 2022 | $996,000 | -1.5% | 23,569 | +0.3% | 0.38% | +90.0% |
| Q4 2021 | $1,011,000 | +11.2% | 23,510 | +1.4% | 0.20% | -42.6% |
| Q3 2021 | $909,000 | -1.9% | 23,195 | -0.5% | 0.35% | +1.4% |
| Q2 2021 | $927,000 | -4.9% | 23,315 | -9.2% | 0.34% | -17.7% |
| Q1 2021 | $975,000 | +9.8% | 25,674 | +1.4% | 0.42% | 0.0% |
| Q4 2020 | $888,000 | +7.4% | 25,321 | -3.8% | 0.42% | -6.9% |
| Q3 2020 | $827,000 | +9.8% | 26,315 | +5.8% | 0.45% | +7.4% |
| Q2 2020 | $753,000 | +9.3% | 24,863 | -0.1% | 0.42% | -8.9% |
| Q1 2020 | $689,000 | -21.6% | 24,899 | +2.0% | 0.46% | -9.1% |
| Q4 2019 | $879,000 | +44.6% | 24,418 | +39.9% | 0.51% | +30.4% |
| Q3 2019 | $608,000 | +24.3% | 17,454 | +20.4% | 0.39% | +16.9% |
| Q2 2019 | $489,000 | +102.1% | 14,493 | +93.9% | 0.33% | +90.8% |
| Q1 2019 | $242,000 | – | 7,473 | – | 0.17% | – |
Download | ||||||
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% |