FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $23,295,000 | +6.9% | 550,706 | +8.7% | 4.57% | +21.7% |
| Q4 2021 | $21,799,000 | +16.6% | 506,484 | +6.2% | 3.75% | -7.7% |
| Q3 2021 | $18,691,000 | +8.1% | 476,802 | +9.6% | 4.06% | +6.6% |
| Q2 2021 | $17,295,000 | +32.2% | 434,887 | +26.3% | 3.81% | -11.6% |
| Q1 2021 | $13,079,000 | +20.0% | 344,369 | +10.8% | 4.31% | +36.5% |
| Q4 2020 | $10,900,000 | +45.5% | 310,814 | +30.6% | 3.16% | +26.2% |
| Q3 2020 | $7,490,000 | +18.7% | 238,066 | +4.5% | 2.50% | -10.0% |
| Q1 2020 | $6,308,000 | -88.6% | 227,875 | -85.1% | 2.78% | -73.6% |
| Q4 2019 | $55,097,000 | +698.9% | 1,529,208 | +673.1% | 10.53% | +362.6% |
| Q3 2019 | $6,897,000 | +6.2% | 197,805 | +2.8% | 2.28% | +10.5% |
| Q2 2019 | $6,492,000 | +59.8% | 192,426 | +53.8% | 2.06% | +51.7% |
| Q1 2019 | $4,062,000 | – | 125,092 | – | 1.36% | – |
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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% |