FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,681 | -12.8% | 30,905 | -6.5% | 0.07% | -11.5% |
| Q2 2023 | $1,325,005 | +2.1% | 33,050 | +2.2% | 0.08% | -4.9% |
| Q1 2023 | $1,298,341 | +1.4% | 32,329 | +0.7% | 0.08% | -11.8% |
| Q4 2022 | $1,280,757 | +10.5% | 32,091 | -1.0% | 0.09% | -1.1% |
| Q3 2022 | $1,159,000 | -99.9% | 32,402 | +0.2% | 0.09% | -1.1% |
| Q2 2022 | $1,254,712,000 | +91887.7% | 32,329 | +0.2% | 0.10% | +4.4% |
| Q1 2022 | $1,364,000 | -5.1% | 32,251 | -3.5% | 0.09% | -2.2% |
| Q4 2021 | $1,438,000 | +6.9% | 33,433 | -2.6% | 0.09% | -3.1% |
| Q3 2021 | $1,345,000 | -5.5% | 34,326 | -4.2% | 0.10% | -15.8% |
| Q2 2021 | $1,424,000 | -15.0% | 35,830 | -18.8% | 0.11% | -18.6% |
| Q1 2021 | $1,675,000 | +5.6% | 44,124 | -2.5% | 0.14% | -19.5% |
| Q4 2020 | $1,586,000 | – | 45,241 | – | 0.17% | – |
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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% |