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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,681 | +0.5% | 266 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $10,629 | +1.2% | 264 | +0.4% | 0.01% | +37.5% |
| Q4 2022 | $10,508 | +16.8% | 263 | +0.8% | 0.01% | +14.3% |
| Q3 2022 | $9,000 | -10.0% | 261 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -76.2% | 260 | -73.6% | 0.01% | -75.0% |
| Q1 2022 | $42,000 | 0.0% | 986 | +0.1% | 0.03% | +7.7% |
| Q4 2021 | $42,000 | +7.7% | 985 | +0.1% | 0.03% | +4.0% |
| Q3 2021 | $39,000 | 0.0% | 984 | +0.4% | 0.02% | +4.2% |
| Q2 2021 | $39,000 | +5.4% | 980 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $37,000 | +8.8% | 975 | +0.4% | 0.02% | +4.3% |
| Q4 2020 | $34,000 | – | 971 | – | 0.02% | – |
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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% |