FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,872 | -23.3% | 16,543 | -17.9% | 0.27% | -18.0% |
| Q2 2023 | $806,600 | +10723.9% | 20,145 | -89.1% | 0.33% | -92.3% |
| Q1 2023 | $7,452 | -99.9% | 185,573 | -1.9% | 4.25% | +7.0% |
| Q4 2022 | $7,709,376 | -3.3% | 189,244 | -10.4% | 3.98% | -7.7% |
| Q3 2022 | $7,974,000 | -2.9% | 211,289 | -0.5% | 4.31% | -6.1% |
| Q2 2022 | $8,212,000 | -8.6% | 212,311 | +0.5% | 4.58% | +1.9% |
| Q1 2022 | $8,982,000 | +4.1% | 211,350 | +5.3% | 4.50% | -34.3% |
| Q4 2021 | $8,627,000 | +5.4% | 200,724 | +1.4% | 6.84% | +5.4% |
| Q3 2021 | $8,183,000 | +3.2% | 197,905 | +0.4% | 6.50% | -3.5% |
| Q2 2021 | $7,928,000 | – | 197,083 | – | 6.74% | – |
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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% |