FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 236 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,219,766 | -8.9% | 59,368 | -2.3% | 1.19% | -2.4% |
| Q2 2023 | $2,437,036 | +1.4% | 60,789 | +1.5% | 1.22% | -5.6% |
| Q1 2023 | $2,404,134 | -0.8% | 59,864 | -1.4% | 1.29% | -8.9% |
| Q4 2022 | $2,423,574 | +17.8% | 60,726 | +5.6% | 1.42% | +2.7% |
| Q3 2022 | $2,057,000 | -11.3% | 57,490 | -3.9% | 1.38% | -7.7% |
| Q2 2022 | $2,320,000 | +113.6% | 59,798 | +132.7% | 1.50% | +144.0% |
| Q1 2022 | $1,086,000 | -10.3% | 25,694 | -8.7% | 0.61% | -3.8% |
| Q4 2021 | $1,211,000 | +16.0% | 28,148 | +5.7% | 0.64% | +7.6% |
| Q3 2021 | $1,044,000 | +3.8% | 26,635 | +5.2% | 0.59% | +4.2% |
| Q2 2021 | $1,006,000 | +8.3% | 25,313 | +3.4% | 0.57% | +2.9% |
| Q1 2021 | $929,000 | +6.8% | 24,485 | 0.0% | 0.55% | +13.3% |
| Q4 2020 | $870,000 | +24.5% | 24,485 | +10.1% | 0.49% | +5.4% |
| Q3 2020 | $699,000 | +1.7% | 22,232 | -2.0% | 0.46% | -12.5% |
| Q2 2020 | $687,000 | +10.3% | 22,675 | +0.7% | 0.53% | -2.0% |
| Q1 2020 | $623,000 | -21.5% | 22,522 | +2.1% | 0.54% | +3.4% |
| Q4 2019 | $794,000 | +3.9% | 22,049 | +0.6% | 0.52% | -5.8% |
| Q3 2019 | $764,000 | +7.6% | 21,914 | +4.0% | 0.55% | +6.9% |
| Q2 2019 | $710,000 | +4.4% | 21,066 | +0.4% | 0.52% | -8.6% |
| Q1 2019 | $680,000 | +0.9% | 20,972 | -9.6% | 0.57% | -5.5% |
| Q4 2018 | $674,000 | -8.4% | 23,197 | -0.4% | 0.60% | +5.3% |
| Q3 2018 | $736,000 | -3.8% | 23,279 | -7.9% | 0.57% | -15.3% |
| Q2 2018 | $765,000 | -14.7% | 25,275 | -15.9% | 0.67% | -17.8% |
| Q1 2018 | $897,000 | -3.0% | 30,040 | -3.9% | 0.82% | -1.9% |
| Q4 2017 | $925,000 | – | 31,256 | – | 0.84% | – |
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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% |