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 | $464,832 | -6.6% | 12,432 | +0.2% | 0.19% | -35.0% |
| Q2 2023 | $497,615 | -0.5% | 12,412 | -0.3% | 0.30% | +29.7% |
| Q1 2023 | $499,909 | +0.8% | 12,448 | +0.2% | 0.23% | -6.1% |
| Q4 2022 | $495,953 | +11.7% | 12,427 | +0.2% | 0.24% | -1.6% |
| Q3 2022 | $444,000 | -7.5% | 12,399 | +0.2% | 0.25% | -8.5% |
| Q2 2022 | $480,000 | -8.2% | 12,378 | +0.1% | 0.27% | +13.9% |
| Q1 2022 | $523,000 | -1.5% | 12,360 | +0.1% | 0.24% | +1.3% |
| Q4 2021 | $531,000 | +9.9% | 12,343 | +0.2% | 0.24% | +9.3% |
| Q3 2021 | $483,000 | +22.9% | 12,322 | +24.8% | 0.22% | +31.9% |
| Q2 2021 | $393,000 | +4.8% | 9,877 | +0.1% | 0.16% | -1.8% |
| Q1 2021 | $375,000 | +25.0% | 9,869 | +15.5% | 0.17% | +12.2% |
| Q4 2020 | $300,000 | – | 8,545 | – | 0.15% | – |
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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% |