FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,890,865 | -8.7% | 50,571 | -2.1% | 1.05% | -7.6% |
| Q2 2023 | $2,070,951 | +2.1% | 51,658 | +2.3% | 1.14% | +37.5% |
| Q1 2023 | $2,027,900 | +0.9% | 50,496 | +0.3% | 0.83% | -13.8% |
| Q4 2022 | $2,009,179 | +2.2% | 50,343 | -3.8% | 0.96% | -8.4% |
| Q3 2022 | $1,966,000 | -2.8% | 52,311 | +0.1% | 1.05% | -9.6% |
| Q2 2022 | $2,023,000 | -9.0% | 52,236 | +0.0% | 1.16% | +1.0% |
| Q1 2022 | $2,224,000 | -1.6% | 52,221 | -0.6% | 1.15% | +3.6% |
| Q4 2021 | $2,261,000 | +13.7% | 52,531 | +3.6% | 1.11% | -13.6% |
| Q3 2021 | $1,988,000 | -3.8% | 50,723 | -2.4% | 1.28% | -6.3% |
| Q2 2021 | $2,067,000 | +4.2% | 51,983 | -0.4% | 1.37% | -14.7% |
| Q1 2021 | $1,983,000 | +0.7% | 52,202 | -7.0% | 1.61% | -12.4% |
| Q4 2020 | $1,969,000 | – | 56,157 | – | 1.83% | – |
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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% |