FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,560,554 | +5.7% | 88,814 | +5.9% | 0.46% | -13.7% |
| Q1 2023 | $3,367,988 | +38.3% | 83,864 | +37.4% | 0.53% | +26.1% |
| Q4 2022 | $2,435,391 | -4.3% | 61,024 | -14.2% | 0.42% | -7.5% |
| Q3 2022 | $2,544,000 | -6.8% | 71,152 | -1.9% | 0.46% | -7.0% |
| Q2 2022 | $2,729,000 | -1.3% | 72,539 | +9.9% | 0.49% | -42.5% |
| Q1 2022 | $2,766,000 | -6.4% | 66,000 | -3.9% | 0.85% | +58.3% |
| Q4 2021 | $2,954,000 | -3.7% | 68,667 | -12.3% | 0.54% | -27.5% |
| Q3 2021 | $3,069,000 | +10.4% | 78,302 | +11.6% | 0.74% | -47.5% |
| Q2 2021 | $2,780,000 | +37.1% | 70,135 | +12.6% | 1.41% | +12.7% |
| Q1 2021 | $2,027,000 | +64.8% | 62,280 | +77.6% | 1.25% | +32.6% |
| Q4 2020 | $1,230,000 | – | 35,076 | – | 0.94% | – |
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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% |