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 | $5,003,279 | +185.4% | 133,813 | +206.1% | 0.18% | +160.9% |
| Q2 2023 | $1,752,786 | +8.3% | 43,721 | +8.5% | 0.07% | +1.5% |
| Q1 2023 | $1,618,992 | +14.1% | 40,314 | +13.4% | 0.07% | +9.7% |
| Q4 2022 | $1,419,296 | +12.6% | 35,562 | +1.0% | 0.06% | +3.3% |
| Q3 2022 | $1,261,000 | -7.9% | 35,225 | -0.1% | 0.06% | -7.7% |
| Q2 2022 | $1,369,000 | +7.1% | 35,273 | +18.8% | 0.06% | +22.6% |
| Q4 2021 | $1,278,000 | +13.1% | 29,696 | +3.0% | 0.05% | -1.9% |
| Q3 2021 | $1,130,000 | -2.2% | 28,819 | -0.3% | 0.05% | -5.3% |
| Q2 2021 | $1,156,000 | +5.9% | 28,900 | +1.0% | 0.06% | -8.1% |
| Q1 2021 | $1,092,000 | +5.7% | 28,607 | -2.8% | 0.06% | -17.3% |
| Q4 2020 | $1,033,000 | +7.8% | 29,441 | -3.3% | 0.08% | -12.8% |
| Q3 2020 | $958,000 | +3.7% | 30,441 | -0.1% | 0.09% | -6.5% |
| Q2 2020 | $924,000 | -63.5% | 30,485 | -66.6% | 0.09% | -73.0% |
| Q1 2020 | $2,530,000 | -30.5% | 91,393 | -9.5% | 0.34% | -25.2% |
| Q4 2019 | $3,640,000 | +23.1% | 101,023 | +19.2% | 0.46% | -1.7% |
| Q3 2019 | $2,956,000 | +21.8% | 84,773 | +17.9% | 0.46% | +14.0% |
| Q2 2019 | $2,427,000 | -12.4% | 71,927 | -15.7% | 0.41% | -3.3% |
| Q1 2019 | $2,771,000 | +207.9% | 85,343 | +175.8% | 0.42% | +114.8% |
| Q4 2018 | $900,000 | -6.3% | 30,947 | +1.9% | 0.20% | +0.5% |
| Q3 2018 | $961,000 | +0.2% | 30,364 | -4.2% | 0.20% | -14.8% |
| Q2 2018 | $959,000 | +0.9% | 31,685 | -0.3% | 0.23% | -3.0% |
| Q1 2018 | $950,000 | -7.5% | 31,792 | -4.5% | 0.24% | -35.7% |
| Q4 2017 | $1,027,000 | +15.0% | 33,280 | +10.9% | 0.37% | -6.6% |
| Q3 2017 | $893,000 | +11.3% | 30,001 | +9.4% | 0.39% | -4.8% |
| Q2 2017 | $802,000 | +2.2% | 27,428 | +1.4% | 0.41% | -11.4% |
| Q1 2017 | $785,000 | – | 27,047 | – | 0.47% | – |
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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% |