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 | $710,008 | -11.2% | 18,989 | -4.8% | 0.06% | -24.7% |
| Q2 2023 | $799,278 | -2.6% | 19,937 | -2.4% | 0.07% | +40.4% |
| Q1 2023 | $820,311 | -3.6% | 20,426 | -4.2% | 0.05% | -38.8% |
| Q4 2022 | $851,109 | +6.9% | 21,326 | -4.2% | 0.08% | +174.2% |
| Q3 2022 | $796,000 | -5.5% | 22,266 | +2.7% | 0.03% | -73.3% |
| Q2 2022 | $842,000 | -4.0% | 21,688 | +4.7% | 0.12% | +23.4% |
| Q1 2022 | $877,000 | +9.2% | 20,722 | +11.1% | 0.09% | +13.3% |
| Q4 2021 | $803,000 | +8.7% | 18,653 | +4.0% | 0.08% | -11.7% |
| Q3 2021 | $739,000 | -16.7% | 17,943 | -19.6% | 0.09% | -24.2% |
| Q2 2021 | $887,000 | -15.4% | 22,309 | -19.3% | 0.12% | -31.1% |
| Q1 2021 | $1,049,000 | +18.8% | 27,639 | +9.8% | 0.18% | -1.1% |
| Q4 2020 | $883,000 | +267.9% | 25,182 | +230.7% | 0.18% | +219.3% |
| Q3 2020 | $240,000 | -61.0% | 7,615 | -62.5% | 0.06% | -64.4% |
| Q2 2020 | $616,000 | +23.2% | 20,331 | +12.5% | 0.16% | -5.9% |
| Q1 2020 | $500,000 | -21.9% | 18,073 | +1.6% | 0.17% | +1.8% |
| Q4 2019 | $640,000 | +764.9% | 17,780 | +594.0% | 0.17% | +421.9% |
| Q4 2018 | $74,000 | -3.9% | 2,562 | -0.0% | 0.03% | -8.6% |
| Q1 2018 | $77,000 | +28.3% | 2,563 | +32.2% | 0.04% | +25.0% |
| Q4 2017 | $60,000 | – | 1,939 | – | 0.03% | – |
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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% |