FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,955 | -57.3% | 12,356 | -52.9% | 0.15% | -58.5% |
| Q2 2023 | $1,081,486 | +30.5% | 26,256 | +27.2% | 0.36% | +41.6% |
| Q1 2023 | $828,786 | +179.3% | 20,637 | +186.5% | 0.26% | +65.8% |
| Q4 2022 | $296,737 | -8.7% | 7,204 | -20.5% | 0.16% | -4.3% |
| Q3 2022 | $325,000 | +9.4% | 9,058 | +25.7% | 0.16% | +4.5% |
| Q2 2022 | $297,000 | -21.6% | 7,204 | -19.8% | 0.16% | -20.1% |
| Q1 2022 | $379,000 | -1.8% | 8,987 | +0.0% | 0.19% | +2.6% |
| Q4 2021 | $386,000 | +19.5% | 8,984 | +8.8% | 0.19% | +8.6% |
| Q3 2021 | $323,000 | – | 8,254 | – | 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% |