FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,842 | -8.5% | 19,279 | -1.9% | 0.17% | -8.9% |
| Q2 2023 | $787,929 | -2.8% | 19,654 | -2.5% | 0.19% | -10.7% |
| Q1 2023 | $810,392 | +0.8% | 20,154 | 0.0% | 0.21% | -14.4% |
| Q4 2022 | $804,346 | +10.5% | 20,154 | +1.2% | 0.25% | +10.1% |
| Q3 2022 | $728,000 | -2.4% | 19,914 | +3.6% | 0.23% | -1.7% |
| Q2 2022 | $746,000 | -6.9% | 19,214 | +1.5% | 0.23% | +14.4% |
| Q1 2022 | $801,000 | -63.2% | 18,937 | -62.6% | 0.20% | -59.4% |
| Q4 2021 | $2,179,000 | +7.6% | 50,621 | -2.0% | 0.50% | +1.0% |
| Q3 2021 | $2,025,000 | +6.2% | 51,653 | +7.7% | 0.49% | +8.6% |
| Q2 2021 | $1,907,000 | +10.5% | 47,940 | +5.5% | 0.45% | -0.4% |
| Q1 2021 | $1,726,000 | +31.8% | 45,452 | +21.7% | 0.46% | +9.9% |
| Q4 2020 | $1,310,000 | +65.6% | 37,356 | +48.6% | 0.41% | +43.8% |
| Q3 2020 | $791,000 | -1.6% | 25,132 | -5.0% | 0.29% | -4.6% |
| Q2 2020 | $804,000 | +8.5% | 26,467 | -1.2% | 0.30% | -11.4% |
| Q1 2020 | $741,000 | -45.1% | 26,777 | -28.4% | 0.34% | +35.3% |
| Q4 2019 | $1,349,000 | +126.0% | 37,421 | +118.6% | 0.25% | -6.0% |
| Q3 2019 | $597,000 | +2.6% | 17,115 | -0.8% | 0.27% | +0.8% |
| Q2 2019 | $582,000 | -1.9% | 17,255 | -5.5% | 0.27% | -7.0% |
| Q1 2019 | $593,000 | +32.7% | 18,255 | +18.8% | 0.29% | +4.0% |
| Q4 2018 | $447,000 | – | 15,370 | – | 0.28% | – |
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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% |