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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $376,000 | +3.3% | 8,745 | -5.9% | 0.14% | -5.4% |
| Q3 2021 | $364,000 | +0.8% | 9,289 | +2.3% | 0.15% | +0.7% |
| Q2 2021 | $361,000 | +6.8% | 9,080 | +1.9% | 0.15% | -4.5% |
| Q1 2021 | $338,000 | +8.0% | 8,912 | 0.0% | 0.16% | +2.6% |
| Q4 2020 | $313,000 | +11.8% | 8,912 | 0.0% | 0.15% | -12.2% |
| Q3 2020 | $280,000 | +3.3% | 8,912 | -0.4% | 0.17% | +1.8% |
| Q2 2020 | $271,000 | +9.3% | 8,947 | 0.0% | 0.17% | -47.8% |
| Q1 2020 | $248,000 | -23.9% | 8,947 | 0.0% | 0.32% | -7.2% |
| Q4 2019 | $326,000 | – | 8,947 | – | 0.35% | – |
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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% |