FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,652 | -6.7% | 5,554 | +0.1% | 0.09% | +3.4% |
| Q2 2023 | $222,494 | +8.1% | 5,550 | +7.4% | 0.09% | -14.6% |
| Q1 2023 | $205,797 | -37.6% | 5,168 | -37.5% | 0.10% | -32.2% |
| Q4 2022 | $330,022 | +11.5% | 8,269 | +0.1% | 0.15% | +0.7% |
| Q3 2022 | $296,000 | -16.6% | 8,264 | -9.6% | 0.15% | -16.1% |
| Q2 2022 | $355,000 | -10.1% | 9,142 | -2.0% | 0.18% | +2.3% |
| Q1 2022 | $395,000 | +0.3% | 9,329 | +1.9% | 0.18% | +10.7% |
| Q4 2021 | $394,000 | +11.0% | 9,155 | +1.0% | 0.16% | -4.2% |
| Q3 2021 | $355,000 | -0.8% | 9,068 | +1.0% | 0.17% | +1.8% |
| Q2 2021 | $358,000 | +6.5% | 8,980 | +7.6% | 0.16% | -1.2% |
| Q1 2021 | $336,000 | -6.1% | 8,344 | -18.7% | 0.16% | -18.3% |
| Q4 2020 | $358,000 | +13.7% | 10,258 | +4.7% | 0.20% | +7.4% |
| Q3 2020 | $315,000 | – | 9,801 | – | 0.19% | – |
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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% |