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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,944,257 | -4.6% | 158,980 | +2.2% | 3.28% | -8.2% |
| Q2 2023 | $6,234,070 | +9.3% | 155,502 | +9.5% | 3.58% | -1.2% |
| Q1 2023 | $5,701,126 | +11.4% | 141,960 | +10.7% | 3.62% | -1.2% |
| Q4 2022 | $5,119,639 | +22.4% | 128,280 | +9.8% | 3.67% | +22.9% |
| Q3 2022 | $4,183,000 | -8.9% | 116,871 | -1.2% | 2.98% | +14.3% |
| Q2 2022 | $4,590,000 | -3.4% | 118,257 | +5.3% | 2.61% | +15.0% |
| Q1 2022 | $4,750,000 | +0.8% | 112,291 | +2.6% | 2.27% | +4.3% |
| Q4 2021 | $4,711,000 | +21.9% | 109,448 | +11.0% | 2.18% | +8.3% |
| Q3 2021 | $3,864,000 | +3.1% | 98,562 | +4.6% | 2.01% | -0.3% |
| Q2 2021 | $3,749,000 | +19.7% | 94,262 | +14.3% | 2.01% | +12.3% |
| Q1 2021 | $3,133,000 | +25.3% | 82,482 | +15.7% | 1.79% | +10.3% |
| Q4 2020 | $2,501,000 | +7.5% | 71,317 | -3.6% | 1.63% | -19.6% |
| Q3 2020 | $2,327,000 | +1.7% | 73,978 | -2.0% | 2.02% | -18.8% |
| Q2 2020 | $2,288,000 | +9.8% | 75,491 | +0.2% | 2.49% | -6.1% |
| Q1 2020 | $2,084,000 | -53.4% | 75,316 | -39.3% | 2.65% | -30.8% |
| Q4 2019 | $4,472,000 | – | 124,141 | – | 3.83% | – |
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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% |