FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,551,176 | -11.2% | 148,467 | -4.7% | 0.07% | 0.0% |
| Q2 2023 | $6,248,737 | +6.7% | 155,868 | +6.9% | 0.07% | -6.9% |
| Q1 2023 | $5,855,728 | +18.4% | 145,810 | +17.6% | 0.07% | -58.4% |
| Q4 2022 | $4,946,445 | +51.1% | 123,940 | +35.5% | 0.17% | +33.1% |
| Q3 2022 | $3,273,000 | +59.0% | 91,446 | +72.4% | 0.13% | +56.6% |
| Q2 2022 | $2,059,000 | +338.1% | 53,047 | +377.0% | 0.08% | +388.2% |
| Q1 2022 | $470,000 | +48.3% | 11,121 | +50.9% | 0.02% | +54.5% |
| Q4 2021 | $317,000 | +240.9% | 7,370 | +141.2% | 0.01% | +120.0% |
| Q2 2020 | $93,000 | +78.8% | 3,056 | +62.7% | 0.01% | +25.0% |
| Q1 2020 | $52,000 | -29.7% | 1,878 | -8.4% | 0.00% | -33.3% |
| Q4 2019 | $74,000 | – | 2,050 | – | 0.01% | – |
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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% |