FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,399 | -9.6% | 6,483 | -3.1% | 0.12% | -12.0% |
| Q2 2023 | $268,202 | -0.6% | 6,690 | -0.4% | 0.13% | -8.9% |
| Q1 2023 | $269,715 | +2.0% | 6,716 | +1.3% | 0.15% | +8.1% |
| Q4 2022 | $264,484 | +49.4% | 6,627 | +45.0% | 0.14% | +46.7% |
| Q2 2022 | $177,000 | +59.5% | 4,569 | +76.9% | 0.09% | +84.0% |
| Q4 2021 | $111,000 | +60.9% | 2,583 | +47.3% | 0.05% | +51.5% |
| Q3 2021 | $69,000 | +11.3% | 1,753 | +7.4% | 0.03% | -8.3% |
| Q1 2021 | $62,000 | +51.2% | 1,632 | +41.9% | 0.04% | +16.1% |
| Q4 2019 | $41,000 | – | 1,150 | – | 0.03% | – |
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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% |