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 | $259,113 | -98.2% | 6,930 | -98.1% | 0.04% | -97.7% |
| Q2 2023 | $14,257,207 | +0.9% | 355,630 | +1.1% | 1.96% | -14.0% |
| Q1 2023 | $14,129,493 | +0.6% | 351,830 | 0.0% | 2.28% | -7.6% |
| Q4 2022 | $14,041,535 | +11.5% | 351,830 | 0.0% | 2.46% | +1.6% |
| Q3 2022 | $12,592,000 | -7.8% | 351,830 | 0.0% | 2.43% | -7.0% |
| Q2 2022 | $13,655,000 | -8.2% | 351,830 | 0.0% | 2.61% | +5.8% |
| Q1 2022 | $14,882,000 | -0.8% | 351,830 | +0.9% | 2.47% | -7.9% |
| Q4 2021 | $15,008,000 | +9.8% | 348,700 | 0.0% | 2.68% | -0.7% |
| Q3 2021 | $13,669,000 | -1.4% | 348,700 | 0.0% | 2.70% | +34.9% |
| Q2 2021 | $13,868,000 | – | 348,700 | – | 2.00% | – |
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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% |