FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,566,356 | -6.0% | 229,109 | +0.8% | 0.11% | -28.2% |
| Q2 2023 | $9,110,681 | +9.7% | 227,255 | +9.9% | 0.15% | +4.9% |
| Q1 2023 | $8,305,209 | -11.1% | 206,804 | -11.7% | 0.14% | -21.5% |
| Q4 2022 | $9,345,318 | +27.7% | 234,156 | +14.6% | 0.18% | +10.4% |
| Q3 2022 | $7,316,000 | -0.4% | 204,410 | +8.3% | 0.16% | +5.8% |
| Q2 2022 | $7,342,000 | -29.9% | 188,680 | -23.8% | 0.16% | +7.6% |
| Q1 2022 | $10,470,000 | +353.1% | 247,511 | +361.0% | 0.14% | +140.0% |
| Q4 2021 | $2,311,000 | +19.8% | 53,685 | +9.1% | 0.06% | +25.0% |
| Q3 2021 | $1,929,000 | +7.0% | 49,214 | +8.5% | 0.05% | -25.0% |
| Q2 2021 | $1,803,000 | +38.3% | 45,338 | +32.3% | 0.06% | -20.0% |
| Q1 2021 | $1,304,000 | +9.1% | 34,261 | +1.0% | 0.08% | -2.4% |
| Q4 2020 | $1,195,000 | -5.6% | 33,938 | -15.7% | 0.08% | -32.8% |
| Q3 2020 | $1,266,000 | -26.0% | 40,247 | -28.8% | 0.12% | -28.7% |
| Q2 2020 | $1,711,000 | +35.5% | 56,558 | +24.0% | 0.17% | -14.9% |
| Q1 2020 | $1,263,000 | – | 45,621 | – | 0.20% | – |
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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% |