FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,285,065 | -7.9% | 87,695 | -1.4% | 0.45% | -6.2% |
Q2 2023 | $3,566,168 | +1.7% | 88,954 | +1.9% | 0.48% | -5.5% |
Q1 2023 | $3,506,558 | -9.3% | 87,315 | -9.9% | 0.51% | +27.0% |
Q4 2022 | $3,866,466 | +11.9% | 96,880 | +0.4% | 0.40% | -46.2% |
Q3 2022 | $3,454,000 | -3.7% | 96,499 | +4.4% | 0.74% | +131.5% |
Q2 2022 | $3,588,000 | -14.9% | 92,442 | -7.2% | 0.32% | -57.8% |
Q1 2022 | $4,214,000 | +1.1% | 99,613 | +2.8% | 0.76% | +4.4% |
Q4 2021 | $4,170,000 | +39.0% | 96,880 | +26.6% | 0.73% | +36.3% |
Q3 2021 | $3,000,000 | +5.2% | 76,530 | +6.7% | 0.53% | +1.3% |
Q2 2021 | $2,852,000 | -31.6% | 71,723 | -36.8% | 0.53% | +37.2% |
Q1 2021 | $4,172,000 | +148.0% | 113,540 | +136.7% | 0.38% | +25.5% |
Q4 2020 | $1,682,000 | +11.5% | 47,968 | -0.0% | 0.31% | -18.4% |
Q3 2020 | $1,509,000 | +23.6% | 47,974 | +19.1% | 0.38% | +28.4% |
Q2 2020 | $1,221,000 | +13.4% | 40,267 | +3.5% | 0.29% | -11.2% |
Q1 2020 | $1,077,000 | – | 38,914 | – | 0.33% | – |
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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% |