FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $395,888 | -8.8% | 10,588 | -2.2% | 0.04% | -9.3% |
Q2 2023 | $434,178 | -0.6% | 10,830 | -0.5% | 0.04% | -8.5% |
Q1 2023 | $436,896 | -3.6% | 10,879 | -4.2% | 0.05% | -13.0% |
Q4 2022 | $453,417 | +6.9% | 11,361 | -4.1% | 0.05% | -10.0% |
Q3 2022 | $424,000 | -46.9% | 11,841 | -42.4% | 0.06% | -56.5% |
Q2 2022 | $798,000 | -7.4% | 20,561 | +0.9% | 0.14% | 0.0% |
Q1 2022 | $862,000 | -0.5% | 20,384 | +1.3% | 0.14% | +0.7% |
Q4 2021 | $866,000 | +190.6% | 20,128 | +164.5% | 0.14% | +132.2% |
Q3 2021 | $298,000 | -2.3% | 7,611 | -0.8% | 0.06% | -16.9% |
Q2 2021 | $305,000 | +4.1% | 7,669 | -0.5% | 0.07% | -17.4% |
Q1 2021 | $293,000 | +6.5% | 7,711 | -1.6% | 0.09% | -8.5% |
Q4 2020 | $275,000 | -21.7% | 7,837 | -29.8% | 0.09% | -34.7% |
Q3 2020 | $351,000 | -88.8% | 11,161 | -89.2% | 0.14% | -90.3% |
Q2 2020 | $3,128,000 | +15.3% | 103,164 | +5.2% | 1.49% | -12.4% |
Q1 2020 | $2,713,000 | -20.8% | 98,023 | +3.1% | 1.70% | -13.9% |
Q4 2019 | $3,424,000 | +7.6% | 95,033 | +4.1% | 1.97% | -5.2% |
Q3 2019 | $3,182,000 | – | 91,261 | – | 2.08% | – |
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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% |