FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,162,692 | -40.8% | 111,332 | -36.6% | 0.62% | -45.8% |
| Q2 2023 | $7,035,650 | -7.8% | 175,496 | -7.7% | 1.15% | -37.2% |
| Q1 2023 | $7,632,463 | -1.6% | 190,051 | -2.2% | 1.83% | -11.0% |
| Q4 2022 | $7,753,104 | -4.2% | 194,265 | -14.1% | 2.06% | -15.6% |
| Q3 2022 | $8,095,000 | -6.3% | 226,183 | +1.6% | 2.44% | -3.2% |
| Q2 2022 | $8,638,000 | -18.4% | 222,569 | -11.1% | 2.52% | -17.8% |
| Q1 2022 | $10,585,000 | -16.9% | 250,248 | -15.4% | 3.06% | +18.0% |
| Q4 2021 | $12,732,000 | +12.5% | 295,814 | +2.5% | 2.60% | +5.6% |
| Q3 2021 | $11,318,000 | -14.0% | 288,721 | -12.8% | 2.46% | -9.9% |
| Q2 2021 | $13,167,000 | -14.7% | 331,084 | -18.5% | 2.73% | -21.9% |
| Q1 2021 | $15,428,000 | +26.3% | 406,213 | +16.6% | 3.50% | +6.6% |
| Q4 2020 | $12,219,000 | +25.2% | 348,418 | +12.4% | 3.28% | -19.9% |
| Q3 2020 | $9,756,000 | – | 310,115 | – | 4.10% | – |
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% |