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 | $486,001 | -95.4% | 12,998 | -95.1% | 0.02% | -95.3% |
| Q2 2023 | $10,542,353 | +27.5% | 262,967 | +27.7% | 0.51% | +0.2% |
| Q1 2023 | $8,271,687 | +1571.6% | 205,968 | +1561.2% | 0.51% | +1348.6% |
| Q4 2022 | $494,845 | +72.4% | 12,399 | +54.5% | 0.04% | +45.8% |
| Q3 2022 | $287,000 | -8.3% | 8,024 | -0.4% | 0.02% | -7.7% |
| Q2 2022 | $313,000 | -6.8% | 8,053 | +1.2% | 0.03% | +8.3% |
| Q1 2022 | $336,000 | -18.6% | 7,955 | -17.2% | 0.02% | -22.6% |
| Q4 2021 | $413,000 | – | 9,602 | – | 0.03% | – |
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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% |