FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,677,886 | -11.1% | 125,111 | -4.7% | 2.78% | -6.4% |
| Q2 2023 | $5,264,493 | -1.1% | 131,317 | -0.9% | 2.97% | -2.7% |
| Q1 2023 | $5,321,479 | +6.3% | 132,507 | +5.6% | 3.05% | +5.5% |
| Q4 2022 | $5,006,665 | +17.3% | 125,449 | +5.2% | 2.89% | +12.3% |
| Q3 2022 | $4,268,000 | -3.8% | 119,261 | +4.3% | 2.57% | -2.9% |
| Q2 2022 | $4,438,000 | -6.6% | 114,343 | +1.8% | 2.65% | +12.4% |
| Q1 2022 | $4,751,000 | +1.3% | 112,311 | +3.1% | 2.36% | +6.3% |
| Q4 2021 | $4,688,000 | +15.7% | 108,927 | +5.4% | 2.22% | +9.9% |
| Q3 2021 | $4,053,000 | -2.0% | 103,386 | -0.6% | 2.02% | -1.8% |
| Q2 2021 | $4,136,000 | +7.3% | 103,995 | +2.5% | 2.06% | +11.1% |
| Q1 2021 | $3,855,000 | +13.5% | 101,506 | +4.8% | 1.85% | +8.8% |
| Q4 2020 | $3,397,000 | +18.7% | 96,856 | +6.4% | 1.70% | +6.8% |
| Q3 2020 | $2,863,000 | +16.1% | 90,998 | +11.9% | 1.59% | +3.6% |
| Q2 2020 | $2,466,000 | +29.6% | 81,338 | +18.3% | 1.54% | +1.9% |
| Q1 2020 | $1,903,000 | -15.9% | 68,762 | +9.4% | 1.51% | +0.7% |
| Q4 2019 | $2,264,000 | +7.1% | 62,850 | +3.7% | 1.50% | +4.3% |
| Q3 2019 | $2,113,000 | +29.2% | 60,592 | +26.1% | 1.44% | +25.1% |
| Q2 2019 | $1,636,000 | +9.7% | 48,062 | +4.6% | 1.15% | +10.2% |
| Q1 2019 | $1,492,000 | +13.9% | 45,957 | +2.0% | 1.04% | -0.9% |
| Q4 2018 | $1,310,000 | +361.3% | 45,047 | +401.6% | 1.05% | +344.9% |
| Q3 2018 | $284,000 | – | 8,980 | – | 0.24% | – |
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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% |