FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,899,542 | -23.5% | 344,999 | -18.0% | 0.05% | -23.1% |
| Q2 2023 | $16,864,744 | +98720.7% | 420,671 | -1.0% | 0.06% | -11.0% |
| Q1 2023 | $17,066 | -0.8% | 424,958 | -1.4% | 0.07% | -15.1% |
| Q4 2022 | $17,199 | -99.9% | 430,963 | -6.8% | 0.09% | 0.0% |
| Q3 2022 | $16,548,000 | -9.1% | 462,386 | -1.5% | 0.09% | -11.3% |
| Q2 2022 | $18,212,000 | +14.6% | 469,270 | +24.9% | 0.10% | +26.0% |
| Q1 2022 | $15,890,000 | +70.7% | 375,654 | +73.7% | 0.08% | +79.1% |
| Q4 2021 | $9,309,000 | +10.1% | 216,293 | +0.3% | 0.04% | -2.3% |
| Q3 2021 | $8,454,000 | -6.3% | 215,672 | -4.9% | 0.04% | -13.7% |
| Q2 2021 | $9,023,000 | -5.8% | 226,889 | -10.1% | 0.05% | -21.5% |
| Q1 2021 | $9,582,000 | +59.9% | 252,311 | +47.6% | 0.06% | +44.4% |
| Q4 2020 | $5,993,000 | +18.3% | 170,894 | +6.1% | 0.04% | -4.3% |
| Q3 2020 | $5,066,000 | +51.9% | 161,059 | +46.4% | 0.05% | +34.3% |
| Q2 2020 | $3,336,000 | +173.2% | 110,023 | +149.4% | 0.04% | +118.8% |
| Q1 2020 | $1,221,000 | +34.3% | 44,117 | +74.8% | 0.02% | +45.5% |
| Q4 2019 | $909,000 | +22625.0% | 25,232 | +21840.9% | 0.01% | – |
| Q3 2019 | $4,000 | +33.3% | 115 | +15.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | – | 100 | – | 0.00% | – |
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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% |