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 | $3,548 | +51.6% | 94,898 | +62.6% | 0.74% | +46.2% |
Q2 2023 | $2,340 | +6.9% | 58,361 | +7.1% | 0.51% | -7.0% |
Q1 2023 | $2,188 | +5.6% | 54,480 | +4.9% | 0.54% | -0.2% |
Q4 2022 | $2,072 | -99.9% | 51,919 | +5.2% | 0.55% | +10.8% |
Q3 2022 | $1,766,000 | -10.2% | 49,344 | -2.6% | 0.49% | -3.0% |
Q2 2022 | $1,966,000 | -9.9% | 50,664 | -1.8% | 0.51% | -33.7% |
Q1 2022 | $2,183,000 | -6.5% | 51,596 | -4.9% | 0.77% | +41.6% |
Q4 2021 | $2,334,000 | +14.5% | 54,233 | +4.3% | 0.54% | +2.7% |
Q3 2021 | $2,038,000 | -2.0% | 51,986 | -0.6% | 0.53% | -3.7% |
Q2 2021 | $2,079,000 | +1.7% | 52,277 | -2.9% | 0.55% | +0.6% |
Q1 2021 | $2,045,000 | +5.7% | 53,851 | -2.4% | 0.54% | -7.5% |
Q4 2020 | $1,935,000 | +18.3% | 55,183 | +6.2% | 0.59% | -12.4% |
Q3 2020 | $1,635,000 | -71.7% | 51,967 | -72.7% | 0.67% | -75.0% |
Q2 2020 | $5,776,000 | +15.0% | 190,499 | +11.1% | 2.68% | -26.1% |
Q1 2020 | $5,021,000 | -7.1% | 171,532 | +13.6% | 3.63% | +15.1% |
Q4 2019 | $5,407,000 | +356.7% | 150,995 | +330.9% | 3.16% | +178.6% |
Q3 2019 | $1,184,000 | – | 35,043 | – | 1.13% | – |
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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% |