FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,647 | -0.9% | 13,604 | +6.2% | 0.22% | +1.9% |
| Q2 2023 | $513,349 | +35.6% | 12,805 | +35.9% | 0.21% | +32.7% |
| Q1 2023 | $378,451 | -29.2% | 9,424 | -29.7% | 0.16% | -32.1% |
| Q4 2022 | $534,838 | +2.3% | 13,401 | -8.3% | 0.23% | -5.6% |
| Q3 2022 | $523,000 | -53.6% | 14,621 | -49.7% | 0.25% | -52.8% |
| Q2 2022 | $1,128,000 | -12.8% | 29,053 | -3.4% | 0.52% | -9.6% |
| Q1 2022 | $1,294,000 | 0.0% | 30,067 | 0.0% | 0.58% | 0.0% |
| Q4 2021 | $1,294,000 | – | 30,067 | – | 0.58% | – |
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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% |