FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,881 | -6.0% | 9,576 | +5.9% | 0.11% | +3.6% |
| Q2 2023 | $371,347 | +4.0% | 9,044 | +1.7% | 0.11% | -6.0% |
| Q1 2023 | $357,183 | -0.9% | 8,894 | 0.0% | 0.12% | -5.6% |
| Q4 2022 | $360,385 | +6.9% | 8,894 | +1.4% | 0.12% | -3.1% |
| Q3 2022 | $337,000 | +18.7% | 8,774 | +20.0% | 0.13% | +11.3% |
| Q2 2022 | $284,000 | -8.4% | 7,309 | +0.4% | 0.12% | +4.5% |
| Q1 2022 | $310,000 | +11.1% | 7,279 | +12.2% | 0.11% | 0.0% |
| Q4 2021 | $279,000 | +13.4% | 6,489 | +3.5% | 0.11% | -7.6% |
| Q3 2021 | $246,000 | +3.8% | 6,269 | +5.1% | 0.12% | +6.2% |
| Q2 2021 | $237,000 | +8.7% | 5,964 | +4.4% | 0.11% | +1.8% |
| Q1 2021 | $218,000 | +9.0% | 5,714 | 0.0% | 0.11% | -22.5% |
| Q4 2020 | $200,000 | – | 5,714 | – | 0.14% | – |
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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% |