FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $312,000 | -1.3% | 7,952 | -0.0% | 0.04% | -2.2% |
| Q2 2021 | $316,000 | +5.0% | 7,954 | +0.2% | 0.04% | +12.5% |
| Q1 2021 | $301,000 | +7.5% | 7,937 | -0.7% | 0.04% | -16.7% |
| Q4 2020 | $280,000 | -4.1% | 7,992 | -14.0% | 0.05% | -11.1% |
| Q3 2020 | $292,000 | -4.9% | 9,294 | -8.3% | 0.05% | -20.6% |
| Q2 2020 | $307,000 | +8.1% | 10,140 | -1.2% | 0.07% | -10.5% |
| Q1 2020 | $284,000 | -43.4% | 10,258 | -26.3% | 0.08% | -28.3% |
| Q4 2019 | $502,000 | +22.7% | 13,926 | +18.6% | 0.11% | +10.4% |
| Q3 2019 | $409,000 | – | 11,741 | – | 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% |