FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,754 | -9.0% | 18,602 | -8.9% | 0.42% | -14.4% |
| Q1 2023 | $819,746 | -14.8% | 20,412 | -15.3% | 0.49% | -31.1% |
| Q4 2022 | $961,791 | +11.4% | 24,099 | 0.0% | 0.71% | +4.2% |
| Q3 2022 | $863,000 | -8.9% | 24,099 | -1.2% | 0.68% | -1.2% |
| Q2 2022 | $947,000 | -14.1% | 24,394 | -6.4% | 0.69% | -1.4% |
| Q1 2022 | $1,102,000 | -6.6% | 26,060 | -4.9% | 0.70% | -3.8% |
| Q4 2021 | $1,180,000 | -6.7% | 27,411 | -15.1% | 0.73% | -15.7% |
| Q3 2021 | $1,265,000 | -1.5% | 32,282 | 0.0% | 0.87% | -13.0% |
| Q2 2021 | $1,284,000 | +3.0% | 32,282 | -1.7% | 1.00% | -11.6% |
| Q1 2021 | $1,247,000 | -2.6% | 32,834 | -10.1% | 1.13% | -2.7% |
| Q4 2020 | $1,280,000 | +10.3% | 36,505 | -1.0% | 1.16% | -3.3% |
| Q3 2020 | $1,160,000 | +1.4% | 36,878 | -2.3% | 1.20% | -12.6% |
| Q2 2020 | $1,144,000 | -2.2% | 37,741 | -10.7% | 1.37% | -11.4% |
| Q1 2020 | $1,170,000 | -28.3% | 42,272 | +86169.4% | 1.55% | +23.8% |
| Q4 2019 | $1,632,000 | – | 49 | – | 1.25% | – |
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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% |