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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $51,562 | +7.0% | 1,310 | 0.0% | 0.02% | -3.8% |
Q3 2023 | $48,169 | -8.2% | 1,310 | 0.0% | 0.03% | -13.3% |
Q2 2023 | $52,479 | -0.2% | 1,310 | 0.0% | 0.03% | -6.2% |
Q1 2023 | $52,573 | -0.3% | 1,310 | 0.0% | 0.03% | -11.1% |
Q4 2022 | $52,713 | +5.4% | 1,310 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $50,000 | -3.8% | 1,310 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $52,000 | -3.7% | 1,310 | 0.0% | 0.04% | +2.9% |
Q1 2022 | $54,000 | -3.6% | 1,310 | 0.0% | 0.04% | -5.4% |
Q4 2021 | $56,000 | +7.7% | 1,310 | 0.0% | 0.04% | -2.6% |
Q3 2021 | $52,000 | 0.0% | 1,310 | 0.0% | 0.04% | -2.6% |
Q2 2021 | $52,000 | +4.0% | 1,310 | 0.0% | 0.04% | -4.9% |
Q1 2021 | $50,000 | +8.7% | 1,310 | 0.0% | 0.04% | -6.8% |
Q4 2020 | $46,000 | +12.2% | 1,310 | 0.0% | 0.04% | -2.2% |
Q3 2020 | $41,000 | +2.5% | 1,310 | 0.0% | 0.04% | +2.3% |
Q2 2020 | $40,000 | +8.1% | 1,310 | 0.0% | 0.04% | -4.3% |
Q1 2020 | $37,000 | -27.5% | 1,310 | -7.4% | 0.05% | -6.1% |
Q4 2019 | $51,000 | – | 1,415 | – | 0.05% | – |
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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% |