FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 284 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,354 | +772.3% | 40 | 0.0% | 0.03% | +366.7% |
| Q4 2022 | $1,187 | -99.9% | 40 | -98.4% | 0.01% | -14.3% |
| Q1 2020 | $2,178,000 | +1685.2% | 2,453 | +1.2% | 0.01% | -91.7% |
| Q4 2019 | $122,000 | +47.0% | 2,424 | +1.5% | 0.08% | +18.3% |
| Q3 2019 | $83,000 | +2.5% | 2,389 | -0.0% | 0.07% | +7.6% |
| Q2 2019 | $81,000 | +2.5% | 2,390 | -0.7% | 0.07% | +3.1% |
| Q1 2019 | $79,000 | -55.9% | 2,407 | -59.2% | 0.06% | -65.8% |
| Q3 2018 | $179,000 | +68.9% | 5,902 | +73.7% | 0.19% | +88.9% |
| Q2 2018 | $106,000 | +12.8% | 3,398 | +6.8% | 0.10% | +3.1% |
| Q1 2018 | $94,000 | – | 3,183 | – | 0.10% | – |
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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% |