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 | $50,487,455 | +1.0% | 1,350,293 | +8.3% | 0.50% | -1.0% |
| Q2 2023 | $49,997,522 | -0.1% | 1,247,132 | +0.0% | 0.50% | -7.7% |
| Q1 2023 | $50,064,679 | -18.8% | 1,246,631 | -19.3% | 0.54% | -0.9% |
| Q4 2022 | $61,618,326 | -99.8% | 1,543,932 | -31.8% | 0.55% | +26.3% |
| Q3 2022 | $40,573,533,000 | +69087.3% | 2,265,048 | +49.9% | 0.43% | -28.0% |
| Q2 2022 | $58,643,000 | +23.6% | 1,511,018 | +34.7% | 0.60% | +22.1% |
| Q1 2022 | $47,451,000 | +0.5% | 1,121,771 | +2.3% | 0.49% | +3.3% |
| Q4 2021 | $47,199,000 | -5.1% | 1,096,631 | -13.6% | 0.48% | -3.8% |
| Q3 2021 | $49,729,000 | +1.9% | 1,268,586 | +3.3% | 0.50% | -10.3% |
| Q2 2021 | $48,824,000 | +14.7% | 1,227,649 | +9.6% | 0.55% | +2.6% |
| Q1 2021 | $42,555,000 | +6.6% | 1,120,454 | -2.2% | 0.54% | +16.6% |
| Q4 2020 | $39,935,000 | -99.9% | 1,146,227 | +7.4% | 0.46% | -27.1% |
| Q3 2020 | $34,014,000,000 | – | 1,067,082 | – | 0.64% | – |
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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% |