FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,208 | -10.1% | 14,689 | -3.6% | 0.10% | -16.1% |
| Q2 2023 | $610,760 | +64.9% | 15,234 | +65.2% | 0.12% | -27.5% |
| Q1 2023 | $370,386 | -36.7% | 9,223 | -37.1% | 0.17% | -45.2% |
| Q4 2022 | $585,347 | -1.0% | 14,667 | -11.1% | 0.31% | -12.1% |
| Q3 2022 | $591,000 | -29.1% | 16,506 | -23.1% | 0.36% | -29.0% |
| Q2 2022 | $834,000 | -55.4% | 21,477 | -51.4% | 0.50% | -39.8% |
| Q1 2022 | $1,871,000 | -75.3% | 44,229 | -74.9% | 0.83% | -76.3% |
| Q4 2021 | $7,579,000 | -19.3% | 176,100 | -26.5% | 3.50% | -28.6% |
| Q3 2021 | $9,395,000 | -2.5% | 239,664 | -1.1% | 4.91% | -5.9% |
| Q2 2021 | $9,636,000 | +20.8% | 242,289 | +15.4% | 5.21% | +17.1% |
| Q1 2021 | $7,976,000 | +62.2% | 209,993 | +49.8% | 4.45% | +34.9% |
| Q4 2020 | $4,918,000 | +43.3% | 140,227 | +28.5% | 3.30% | +15.2% |
| Q3 2020 | $3,432,000 | +23.5% | 109,090 | +19.0% | 2.86% | +15.8% |
| Q2 2020 | $2,780,000 | – | 91,685 | – | 2.47% | – |
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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% |