FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,855,000 | -36.8% | 175,386 | -17.8% | 3.37% | -16.5% |
| Q4 2019 | $7,684,000 | +0.5% | 213,257 | -2.7% | 4.04% | -6.3% |
| Q3 2019 | $7,645,000 | +24.2% | 219,253 | +20.2% | 4.31% | +15.0% |
| Q2 2019 | $6,155,000 | +8.4% | 182,434 | +4.3% | 3.74% | +2.2% |
| Q1 2019 | $5,680,000 | +8.9% | 174,917 | -3.1% | 3.66% | -18.8% |
| Q4 2018 | $5,217,000 | -42.5% | 180,512 | -37.0% | 4.51% | -29.8% |
| Q3 2018 | $9,070,000 | +6.1% | 286,663 | +1.5% | 6.43% | +1.1% |
| Q2 2018 | $8,551,000 | -1.2% | 282,405 | -2.5% | 6.36% | -1.8% |
| Q1 2018 | $8,658,000 | -1.3% | 289,677 | +1.9% | 6.48% | -1.4% |
| Q4 2017 | $8,770,000 | – | 284,184 | – | 6.57% | – |
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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% |