FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $159,000 | -20.9% | 3,750 | -19.8% | 0.07% | -20.4% |
| Q4 2021 | $201,000 | +29.7% | 4,678 | +18.7% | 0.09% | +16.2% |
| Q3 2021 | $155,000 | +18.3% | 3,942 | +19.8% | 0.08% | +21.2% |
| Q2 2021 | $131,000 | -25.6% | 3,291 | -28.9% | 0.07% | -31.2% |
| Q1 2021 | $176,000 | +1855.6% | 4,630 | +1715.7% | 0.10% | +1820.0% |
| Q4 2020 | $9,000 | +12.5% | 255 | -4.5% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | -42.9% | 267 | -41.3% | 0.01% | -44.4% |
| Q2 2020 | $14,000 | +133.3% | 455 | +102.2% | 0.01% | +125.0% |
| Q1 2020 | $6,000 | -40.0% | 225 | -16.0% | 0.00% | -55.6% |
| Q4 2019 | $10,000 | – | 268 | – | 0.01% | – |
Download | ||||||
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% |