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 | $947,302 | -5.3% | 23,629 | -5.3% | 0.22% | -0.5% |
| Q2 2023 | $1,000,221 | +10.3% | 24,949 | +10.5% | 0.22% | -0.5% |
| Q1 2023 | $906,549 | -0.2% | 22,573 | -0.8% | 0.22% | -0.5% |
| Q4 2022 | $908,514 | -2.2% | 22,764 | -12.3% | 0.22% | -9.4% |
| Q3 2022 | $929,000 | +7.0% | 25,944 | +17.5% | 0.24% | +14.6% |
| Q2 2022 | $868,000 | -10.8% | 22,087 | -4.0% | 0.21% | +9.8% |
| Q1 2022 | $973,000 | +5.3% | 23,004 | +7.2% | 0.19% | -4.4% |
| Q4 2021 | $924,000 | +3.8% | 21,457 | -5.5% | 0.20% | -3.3% |
| Q3 2021 | $890,000 | -4.3% | 22,706 | -2.9% | 0.21% | -5.0% |
| Q2 2021 | $930,000 | +16.8% | 23,376 | +11.5% | 0.22% | +5.7% |
| Q1 2021 | $796,000 | +290.2% | 20,958 | +260.4% | 0.21% | +260.3% |
| Q4 2020 | $204,000 | +871.4% | 5,815 | +887.3% | 0.06% | +866.7% |
| Q4 2019 | $21,000 | 0.0% | 589 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | +320.0% | 589 | +268.1% | 0.01% | +500.0% |
| Q2 2019 | $5,000 | – | 160 | – | 0.00% | – |
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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% |