FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,440 | -0.2% | 6,222 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $249,876 | +0.6% | 6,222 | 0.0% | 0.12% | -1.7% |
| Q4 2022 | $248,320 | -4.9% | 6,222 | -14.7% | 0.12% | -9.0% |
| Q3 2022 | $261,000 | -7.8% | 7,294 | 0.0% | 0.13% | -3.6% |
| Q2 2022 | $283,000 | -8.4% | 7,294 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $309,000 | -16.5% | 7,294 | -15.1% | 0.14% | -25.7% |
| Q4 2021 | $370,000 | +9.8% | 8,596 | 0.0% | 0.19% | 0.0% |
| Q3 2021 | $337,000 | -1.5% | 8,596 | 0.0% | 0.19% | -1.6% |
| Q2 2021 | $342,000 | +4.9% | 8,596 | 0.0% | 0.19% | -1.0% |
| Q1 2021 | $326,000 | +8.3% | 8,596 | 0.0% | 0.19% | +1.1% |
| Q4 2020 | $301,000 | +7.5% | 8,596 | -3.4% | 0.19% | -5.5% |
| Q3 2020 | $280,000 | +3.7% | 8,896 | 0.0% | 0.20% | -2.4% |
| Q2 2020 | $270,000 | +9.8% | 8,896 | 0.0% | 0.21% | -4.6% |
| Q1 2020 | $246,000 | -23.4% | 8,896 | 0.0% | 0.22% | +6.4% |
| Q4 2019 | $321,000 | +3.5% | 8,896 | 0.0% | 0.20% | -1.0% |
| Q3 2019 | $310,000 | +2.0% | 8,896 | 0.0% | 0.20% | +1.0% |
| Q2 2019 | $304,000 | +5.2% | 8,896 | 0.0% | 0.20% | +0.5% |
| Q1 2019 | $289,000 | +4.7% | 8,896 | -6.1% | 0.20% | -5.6% |
| Q4 2018 | $276,000 | -3.5% | 9,477 | 0.0% | 0.21% | +0.9% |
| Q3 2018 | $286,000 | -0.3% | 9,477 | 0.0% | 0.21% | 0.0% |
| Q2 2018 | $287,000 | +1.4% | 9,477 | 0.0% | 0.21% | -2.8% |
| Q1 2018 | $283,000 | -6.6% | 9,477 | -3.6% | 0.22% | -1.8% |
| Q4 2017 | $303,000 | – | 9,829 | – | 0.22% | – |
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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% |