FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 208 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,178,431 | -2.5% | 29,343 | -3.1% | 0.21% | -12.6% |
| Q4 2022 | $1,208,035 | +11.9% | 30,269 | +0.3% | 0.24% | -2.8% |
| Q3 2022 | $1,080,000 | -8.5% | 30,172 | -0.7% | 0.25% | -6.5% |
| Q2 2022 | $1,180,000 | -8.0% | 30,396 | +0.2% | 0.26% | -3.7% |
| Q1 2022 | $1,283,000 | -11.8% | 30,335 | -10.3% | 0.27% | -15.0% |
| Q4 2021 | $1,455,000 | +10.1% | 33,807 | +0.2% | 0.32% | 0.0% |
| Q3 2021 | $1,322,000 | -1.3% | 33,724 | +0.1% | 0.32% | -4.7% |
| Q2 2021 | $1,340,000 | +4.9% | 33,692 | +0.2% | 0.34% | +1.8% |
| Q1 2021 | $1,277,000 | +17.4% | 33,620 | -6.3% | 0.33% | -8.1% |
| Q2 2020 | $1,088,000 | -68.6% | 35,877 | -71.3% | 0.36% | -73.7% |
| Q1 2020 | $3,466,000 | +16.6% | 125,208 | +51.8% | 1.37% | +44.2% |
| Q4 2019 | $2,973,000 | +140.0% | 82,503 | +132.2% | 0.95% | +120.9% |
| Q3 2019 | $1,239,000 | +1.7% | 35,528 | -1.6% | 0.43% | -5.1% |
| Q2 2019 | $1,218,000 | +5.5% | 36,098 | +1.5% | 0.45% | -6.6% |
| Q1 2019 | $1,155,000 | +21.7% | 35,574 | +9.0% | 0.48% | -1.4% |
| Q4 2018 | $949,000 | -7.7% | 32,645 | +0.4% | 0.49% | +3.4% |
| Q3 2018 | $1,028,000 | +3.8% | 32,499 | -0.6% | 0.48% | -13.6% |
| Q2 2018 | $990,000 | -1.4% | 32,689 | -2.7% | 0.55% | -7.4% |
| Q1 2018 | $1,004,000 | -2.9% | 33,599 | +0.2% | 0.60% | -19.9% |
| Q4 2017 | $1,034,000 | – | 33,535 | – | 0.74% | – |
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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% |