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 | $4,543,601 | -7.1% | 121,519 | -0.4% | 1.18% | +1.8% |
| Q2 2023 | $4,890,642 | -0.0% | 121,992 | +0.1% | 1.16% | -7.3% |
| Q1 2023 | $4,892,755 | +1.4% | 121,832 | +0.7% | 1.26% | -7.6% |
| Q4 2022 | $4,827,510 | +10.8% | 120,960 | -0.6% | 1.36% | -2.9% |
| Q3 2022 | $4,357,340 | -0.4% | 121,747 | +7.9% | 1.40% | +2.1% |
| Q2 2022 | $4,377,000 | -5.3% | 112,788 | +3.2% | 1.37% | +14.3% |
| Q1 2022 | $4,622,000 | +2.0% | 109,269 | +3.8% | 1.20% | +3.3% |
| Q4 2021 | $4,531,000 | +19.2% | 105,274 | +8.6% | 1.16% | +1.8% |
| Q3 2021 | $3,800,000 | +4.0% | 96,945 | +5.5% | 1.14% | +8.0% |
| Q2 2021 | $3,655,000 | +26.5% | 91,897 | +20.8% | 1.06% | +5.5% |
| Q1 2021 | $2,890,000 | +14.9% | 76,098 | +6.1% | 1.00% | +12.3% |
| Q4 2020 | $2,516,000 | +7.6% | 71,733 | -3.5% | 0.89% | -2.9% |
| Q3 2020 | $2,338,000 | -19.4% | 74,332 | -22.3% | 0.92% | -28.9% |
| Q2 2020 | $2,899,000 | +1.2% | 95,616 | -7.7% | 1.29% | -18.8% |
| Q1 2020 | $2,866,000 | -16.0% | 103,557 | +9.4% | 1.59% | +9.8% |
| Q4 2019 | $3,411,000 | +83.2% | 94,664 | +77.3% | 1.45% | +76.6% |
| Q3 2019 | $1,862,000 | +22.3% | 53,402 | +18.3% | 0.82% | +17.0% |
| Q2 2019 | $1,523,000 | +17.4% | 45,139 | +13.0% | 0.70% | +11.3% |
| Q1 2019 | $1,297,000 | +11.4% | 39,935 | -0.2% | 0.63% | -10.6% |
| Q4 2018 | $1,164,000 | – | 40,022 | – | 0.71% | – |
Download | ||||||
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% |