FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $9,572,000 | +7.1% | 272,950 | -3.9% | 4.75% | -9.4% |
| Q3 2020 | $8,937,000 | -1.3% | 284,067 | -4.9% | 5.24% | -6.2% |
| Q2 2020 | $9,058,000 | -24.4% | 298,742 | -31.0% | 5.58% | -39.0% |
| Q1 2020 | $11,978,000 | -21.5% | 432,718 | +2.2% | 9.16% | +6.6% |
| Q4 2019 | $15,258,000 | +67.0% | 423,480 | +61.7% | 8.59% | +75.2% |
| Q3 2019 | $9,134,000 | +7.5% | 261,954 | +4.0% | 4.90% | +5.3% |
| Q2 2019 | $8,495,000 | -6.1% | 251,790 | -8.1% | 4.66% | -7.7% |
| Q1 2019 | $9,047,000 | -28.5% | 273,987 | -37.0% | 5.04% | -35.0% |
| Q4 2018 | $12,654,000 | – | 435,161 | – | 7.76% | – |
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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% |