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 | $801,458 | -8.5% | 21,850 | 0.0% | 0.20% | +14.9% |
| Q2 2023 | $875,967 | -0.2% | 21,850 | 0.0% | 0.17% | -7.0% |
| Q1 2023 | $877,496 | +0.6% | 21,850 | 0.0% | 0.19% | -5.1% |
| Q4 2022 | $872,034 | +174.2% | 21,850 | +146.0% | 0.20% | +146.2% |
| Q3 2022 | $318,000 | -7.8% | 8,883 | +0.1% | 0.08% | -7.0% |
| Q2 2022 | $345,000 | -8.0% | 8,878 | +0.1% | 0.09% | +3.6% |
| Q1 2022 | $375,000 | -1.8% | 8,873 | +0.0% | 0.08% | 0.0% |
| Q4 2021 | $382,000 | +10.1% | 8,869 | +0.1% | 0.08% | +2.5% |
| Q3 2021 | $347,000 | -1.4% | 8,864 | +0.1% | 0.08% | +5.2% |
| Q2 2021 | $352,000 | +46.7% | 8,859 | +40.0% | 0.08% | +32.8% |
| Q1 2021 | $240,000 | +61.1% | 6,329 | +49.4% | 0.06% | +45.0% |
| Q4 2020 | $149,000 | +380.6% | 4,235 | +326.1% | 0.04% | +300.0% |
| Q3 2020 | $31,000 | +3.3% | 994 | +0.6% | 0.01% | -16.7% |
| Q2 2020 | $30,000 | – | 988 | – | 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% |