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 | $3,197,023 | -3.5% | 85,505 | +3.5% | 0.69% | +0.1% |
| Q2 2023 | $3,312,226 | +3.4% | 82,620 | +3.6% | 0.69% | -1.6% |
| Q1 2023 | $3,203,508 | +6.1% | 79,769 | +5.5% | 0.70% | +2.3% |
| Q4 2022 | $3,018,147 | +31.3% | 75,624 | +17.8% | 0.69% | +17.0% |
| Q3 2022 | $2,298,000 | +20.1% | 64,218 | +30.3% | 0.59% | +26.2% |
| Q2 2022 | $1,913,000 | -36.0% | 49,280 | -30.2% | 0.47% | -29.5% |
| Q1 2022 | $2,987,000 | -11.5% | 70,613 | -10.0% | 0.66% | -12.3% |
| Q4 2021 | $3,377,000 | +11.5% | 78,454 | +1.5% | 0.75% | -2.8% |
| Q3 2021 | $3,029,000 | +2.3% | 77,258 | +3.8% | 0.78% | -26.0% |
| Q2 2021 | $2,960,000 | -0.8% | 74,419 | -5.3% | 1.05% | -9.2% |
| Q1 2021 | $2,985,000 | +13.2% | 78,593 | +4.5% | 1.16% | +6.5% |
| Q4 2020 | $2,637,000 | +153.1% | 75,197 | +127.0% | 1.08% | +122.3% |
| Q3 2020 | $1,042,000 | +0.2% | 33,132 | -3.4% | 0.49% | -7.4% |
| Q2 2020 | $1,040,000 | – | 34,295 | – | 0.53% | – |
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% |