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 2023 | $4,929,602 | +57.6% | 131,843 | +69.0% | 2.98% | +49.0% |
| Q2 2023 | $3,127,154 | +8.3% | 78,008 | +8.5% | 2.00% | -6.6% |
| Q1 2023 | $2,888,332 | +12.3% | 71,920 | +11.6% | 2.14% | -6.9% |
| Q4 2022 | $2,572,979 | +8.2% | 64,469 | -3.0% | 2.30% | +11.0% |
| Q3 2022 | $2,378,000 | +142.2% | 66,457 | +162.5% | 2.07% | +157.1% |
| Q2 2022 | $982,000 | +123.7% | 25,316 | +143.7% | 0.81% | +195.2% |
| Q1 2022 | $439,000 | +87.6% | 10,389 | +91.0% | 0.27% | +123.8% |
| Q4 2021 | $234,000 | 0.0% | 5,438 | -35.6% | 0.12% | -61.1% |
| Q1 2020 | $234,000 | -23.0% | 8,445 | 0.0% | 0.31% | -8.2% |
| Q4 2019 | $304,000 | +3.4% | 8,445 | 0.0% | 0.34% | -7.8% |
| Q3 2019 | $294,000 | +3.2% | 8,445 | 0.0% | 0.37% | +8.8% |
| Q2 2019 | $285,000 | +4.0% | 8,445 | 0.0% | 0.34% | -5.5% |
| Q1 2019 | $274,000 | -7.1% | 8,445 | -16.7% | 0.36% | -28.2% |
| Q4 2018 | $295,000 | – | 10,135 | – | 0.50% | – |
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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% |