FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,558,803 | -8.7% | 202,161 | -2.1% | 0.64% | -9.5% |
| Q2 2023 | $8,275,199 | -0.5% | 206,416 | -0.3% | 0.71% | -8.8% |
| Q1 2023 | $8,316,670 | +6.6% | 207,089 | +6.0% | 0.77% | -2.9% |
| Q4 2022 | $7,798,307 | -32.5% | 195,397 | -39.0% | 0.80% | +20.6% |
| Q3 2022 | $11,545,000 | +7.7% | 320,196 | +16.0% | 0.66% | +7.3% |
| Q2 2022 | $10,723,000 | -6.5% | 276,146 | +1.9% | 0.62% | +10.8% |
| Q1 2022 | $11,467,000 | +124.8% | 271,086 | +129.2% | 0.56% | +10.5% |
| Q4 2021 | $5,100,000 | -4.4% | 118,300 | -11.8% | 0.50% | -8.4% |
| Q2 2021 | $5,336,000 | +29.5% | 134,099 | +23.6% | 0.55% | -0.9% |
| Q1 2021 | $4,122,000 | +17.6% | 108,533 | +8.6% | 0.55% | +7.6% |
| Q4 2020 | $3,506,000 | +27.4% | 99,972 | +14.3% | 0.52% | +14.4% |
| Q3 2020 | $2,753,000 | +18.5% | 87,489 | +14.2% | 0.45% | +6.9% |
| Q2 2020 | $2,323,000 | +18.6% | 76,598 | +8.4% | 0.42% | -6.2% |
| Q1 2020 | $1,958,000 | -17.3% | 70,653 | +7.5% | 0.45% | +25.1% |
| Q4 2019 | $2,369,000 | +43.7% | 65,749 | +38.6% | 0.36% | +4.7% |
| Q3 2019 | $1,649,000 | -11.1% | 47,430 | -13.9% | 0.34% | +40.6% |
| Q2 2019 | $1,855,000 | +217.6% | 55,074 | +205.1% | 0.24% | +87.7% |
| Q1 2019 | $584,000 | +27.8% | 18,050 | +14.2% | 0.13% | +5.7% |
| Q4 2018 | $457,000 | – | 15,810 | – | 0.12% | – |
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% |