FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,500 | -12.9% | 203,755 | -3.3% | 3.66% | -8.0% |
| Q2 2023 | $8,609 | -99.9% | 210,769 | +8.3% | 3.98% | +2.8% |
| Q1 2023 | $7,815,216 | +5.7% | 194,602 | +5.0% | 3.87% | -3.3% |
| Q4 2022 | $7,396,241 | +19.3% | 185,323 | +7.0% | 4.00% | +3.4% |
| Q3 2022 | $6,201,000 | -7.5% | 173,252 | +0.3% | 3.87% | -3.6% |
| Q2 2022 | $6,703,000 | -1.3% | 172,713 | +7.5% | 4.01% | +13.2% |
| Q1 2022 | $6,794,000 | +4.8% | 160,617 | +6.7% | 3.54% | +8.0% |
| Q4 2021 | $6,481,000 | +17.5% | 150,588 | +7.0% | 3.28% | +4.1% |
| Q3 2021 | $5,515,000 | +0.8% | 140,694 | +2.2% | 3.15% | -2.0% |
| Q2 2021 | $5,473,000 | +13.4% | 137,625 | +8.3% | 3.22% | +2.2% |
| Q1 2021 | $4,827,000 | +23.7% | 127,093 | +14.2% | 3.15% | +2.9% |
| Q4 2020 | $3,903,000 | – | 111,285 | – | 3.06% | – |
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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% |