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 | $12,398,388 | -8.3% | 331,596 | -1.6% | 1.24% | +3.9% |
| Q2 2023 | $13,513,570 | -0.2% | 337,081 | -0.1% | 1.20% | -10.0% |
| Q1 2023 | $13,546,096 | -2.3% | 337,303 | -2.9% | 1.33% | -7.6% |
| Q4 2022 | $13,858,665 | +11.3% | 347,248 | -0.2% | 1.44% | -7.0% |
| Q3 2022 | $12,447,000 | +154.6% | 347,778 | +176.1% | 1.55% | -45.0% |
| Q2 2022 | $4,889,000 | -11.5% | 125,976 | -2.0% | 2.81% | -3.0% |
| Q1 2022 | $5,522,000 | -1.4% | 128,606 | -1.2% | 2.90% | +0.2% |
| Q4 2021 | $5,601,000 | +9.2% | 130,138 | -0.6% | 2.89% | -2.5% |
| Q3 2021 | $5,130,000 | -2.7% | 130,877 | -1.3% | 2.96% | -9.5% |
| Q2 2021 | $5,273,000 | +4.3% | 132,581 | -0.4% | 3.28% | -11.8% |
| Q1 2021 | $5,058,000 | +10.3% | 133,168 | +1.9% | 3.71% | +2.4% |
| Q4 2020 | $4,584,000 | +4.2% | 130,698 | -6.5% | 3.63% | +1.7% |
| Q3 2020 | $4,399,000 | -21.0% | 139,837 | -23.9% | 3.57% | -29.2% |
| Q2 2020 | $5,569,000 | +2.3% | 183,673 | -6.6% | 5.04% | -30.1% |
| Q1 2020 | $5,446,000 | -12.1% | 196,740 | +14.4% | 7.21% | -9.9% |
| Q4 2019 | $6,196,000 | +192.7% | 171,971 | +136.2% | 8.01% | -60.6% |
| Q4 2018 | $2,117,000 | – | 72,811 | – | 20.32% | – |
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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% |