FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,878,931 | -8.6% | 50,252 | -2.0% | 0.08% | -9.3% |
| Q2 2023 | $2,056,159 | -1.6% | 51,301 | -1.4% | 0.09% | -11.3% |
| Q1 2023 | $2,089,331 | +7.4% | 52,026 | +6.7% | 0.10% | -2.0% |
| Q4 2022 | $1,944,807 | -36.5% | 48,739 | -43.1% | 0.10% | -42.4% |
| Q3 2022 | $3,063,000 | -8.5% | 85,585 | -0.8% | 0.17% | -6.5% |
| Q2 2022 | $3,349,000 | +18.3% | 86,282 | +29.5% | 0.18% | +11.5% |
| Q1 2022 | $2,830,000 | -2.4% | 66,635 | -3.5% | 0.16% | -7.8% |
| Q4 2021 | $2,901,000 | +10.1% | 69,076 | +2.7% | 0.18% | -1.6% |
| Q3 2021 | $2,636,000 | +7.2% | 67,253 | +7.6% | 0.18% | 0.0% |
| Q2 2021 | $2,459,000 | +31.1% | 62,495 | +26.6% | 0.18% | +1.1% |
| Q1 2021 | $1,875,000 | -8.2% | 49,380 | -15.2% | 0.18% | -14.7% |
| Q4 2020 | $2,042,000 | -36.8% | 58,245 | -43.3% | 0.21% | -46.9% |
| Q3 2020 | $3,233,000 | -11.8% | 102,737 | -15.1% | 0.40% | -33.8% |
| Q2 2020 | $3,665,000 | +68.0% | 120,946 | +53.5% | 0.60% | +3.8% |
| Q1 2020 | $2,181,000 | -53.2% | 78,786 | -39.1% | 0.58% | -44.3% |
| Q4 2019 | $4,659,000 | -1.8% | 129,302 | -4.9% | 1.04% | -9.4% |
| Q3 2019 | $4,744,000 | +55.2% | 136,035 | +50.1% | 1.14% | +49.1% |
| Q2 2019 | $3,057,000 | – | 90,612 | – | 0.77% | – |
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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% |