FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,022,820 | -10.4% | 54,101 | -3.9% | 0.49% | -3.5% |
Q2 2023 | $2,257,219 | -1.4% | 56,304 | -1.2% | 0.51% | -7.8% |
Q1 2023 | $2,288,494 | -19.6% | 56,984 | -20.1% | 0.55% | -21.1% |
Q4 2022 | $2,847,998 | +13.9% | 71,361 | +2.1% | 0.70% | +7.2% |
Q3 2022 | $2,501,000 | -10.6% | 69,879 | -3.1% | 0.65% | +26.9% |
Q2 2022 | $2,797,000 | -13.1% | 72,079 | -5.2% | 0.51% | -6.2% |
Q1 2022 | $3,217,000 | +41.5% | 76,058 | +31.2% | 0.55% | +33.4% |
Q3 2021 | $2,273,000 | -0.0% | 57,990 | +1.4% | 0.41% | -4.0% |
Q2 2021 | $2,274,000 | +8.4% | 57,183 | +3.5% | 0.43% | -2.1% |
Q1 2021 | $2,098,000 | +25.3% | 55,239 | +15.7% | 0.44% | +16.0% |
Q4 2020 | $1,675,000 | +9.7% | 47,754 | -1.6% | 0.38% | -4.3% |
Q3 2020 | $1,527,000 | -1.6% | 48,528 | -5.2% | 0.39% | -33.2% |
Q2 2020 | $1,552,000 | -20.7% | 51,191 | -27.6% | 0.59% | -31.5% |
Q1 2020 | $1,957,000 | -21.2% | 70,695 | +2.6% | 0.86% | -12.7% |
Q4 2019 | $2,483,000 | – | 68,925 | – | 0.98% | – |
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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% |