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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,156,957 | +1.7% | 28,859 | +1.9% | 2.48% | -7.9% |
| Q1 2023 | $1,137,893 | +4.6% | 28,334 | +3.9% | 2.69% | -14.3% |
| Q4 2022 | $1,088,266 | +28.5% | 27,268 | +15.3% | 3.14% | +21.3% |
| Q3 2022 | $847,000 | -11.2% | 23,657 | -3.7% | 2.59% | +4.5% |
| Q2 2022 | $954,000 | -9.3% | 24,576 | -1.2% | 2.48% | +9.5% |
| Q1 2022 | $1,052,000 | -14.3% | 24,874 | -20.5% | 2.26% | -2.1% |
| Q3 2021 | $1,227,000 | -2.2% | 31,290 | -0.8% | 2.31% | +1.2% |
| Q2 2021 | $1,254,000 | +8.4% | 31,527 | +3.5% | 2.28% | +2.7% |
| Q1 2021 | $1,157,000 | +9.8% | 30,453 | +1.3% | 2.22% | +5.0% |
| Q4 2020 | $1,054,000 | – | 30,051 | – | 2.12% | – |
Download | ||||||
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% |