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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $537,310 | -5.7% | 13,359 | -6.6% | 0.11% | -15.2% |
| Q4 2022 | $569,984 | +18.7% | 14,300 | +6.6% | 0.13% | +3.1% |
| Q3 2022 | $480,000 | -8.9% | 13,419 | -1.2% | 0.13% | +14.3% |
| Q2 2022 | $527,000 | -13.7% | 13,586 | -6.0% | 0.11% | +2.8% |
| Q1 2022 | $611,000 | -3.2% | 14,456 | -1.5% | 0.11% | -0.9% |
| Q4 2021 | $631,000 | +3.4% | 14,670 | -1.6% | 0.11% | -1.8% |
| Q3 2021 | $610,000 | +16.2% | 14,902 | +17.1% | 0.11% | -10.4% |
| Q2 2021 | $525,000 | +4.4% | 12,722 | -0.8% | 0.12% | -2.3% |
| Q1 2021 | $503,000 | -17.7% | 12,825 | -26.4% | 0.13% | -53.1% |
| Q4 2020 | $611,000 | +1.3% | 17,423 | +0.1% | 0.27% | -7.8% |
| Q3 2020 | $603,000 | -31.9% | 17,412 | -35.9% | 0.30% | -12.7% |
| Q2 2020 | $886,000 | – | 27,173 | – | 0.34% | – |
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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% |