FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,009 | -0.2% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $4,016 | +0.6% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $3,991 | -99.9% | 100 | -99.9% | 0.00% | -100.0% |
| Q2 2021 | $3,368,000 | -0.7% | 84,689 | -5.2% | 1.09% | -22.0% |
| Q1 2021 | $3,393,000 | +8.6% | 89,342 | +0.3% | 1.40% | +132.1% |
| Q4 2020 | $3,124,000 | +89.8% | 89,067 | +70.3% | 0.60% | +73.0% |
| Q3 2020 | $1,646,000 | +231.2% | 52,314 | +218.8% | 0.35% | -50.6% |
| Q2 2020 | $497,000 | +122.9% | 16,409 | +164.7% | 0.70% | +188.9% |
| Q4 2019 | $223,000 | – | 6,199 | – | 0.24% | – |
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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% |