FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,196,903 | -7.0% | 112,247 | -0.3% | 1.45% | -2.4% |
| Q2 2023 | $4,512,944 | +1.8% | 112,570 | +1.9% | 1.49% | +4.1% |
| Q1 2023 | $4,434,900 | -17.0% | 110,431 | -17.5% | 1.43% | -17.5% |
| Q4 2022 | $5,342,007 | +10.9% | 133,851 | -0.5% | 1.73% | +1.8% |
| Q3 2022 | $4,815,000 | -5.0% | 134,535 | +3.0% | 1.70% | +4.4% |
| Q2 2022 | $5,071,000 | -6.3% | 130,668 | +2.1% | 1.63% | +11.2% |
| Q1 2022 | $5,412,000 | -30.2% | 127,939 | -29.0% | 1.47% | -30.7% |
| Q4 2021 | $7,757,000 | +16.6% | 180,224 | +6.2% | 2.12% | +13.6% |
| Q3 2021 | $6,655,000 | +3.1% | 169,763 | +4.6% | 1.86% | -2.1% |
| Q2 2021 | $6,457,000 | +8.9% | 162,366 | +4.0% | 1.90% | +69.5% |
| Q1 2021 | $5,931,000 | +27.3% | 156,151 | +17.5% | 1.12% | +13925.0% |
| Q4 2020 | $4,660,000 | +28.9% | 132,885 | +11.4% | 0.01% | -98.5% |
| Q2 2020 | $3,616,000 | +42.5% | 119,276 | +30.1% | 0.52% | +26.3% |
| Q1 2020 | $2,538,000 | 0.0% | 91,700 | 0.0% | 0.41% | +13.4% |
| Q4 2019 | $2,538,000 | – | 91,700 | – | 0.36% | – |
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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% |