FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,288,000 | 0.0% | 32,863 | 0.0% | 1.28% | 0.0% |
| Q2 2022 | $1,288,000 | +0.7% | 32,863 | +8.7% | 1.28% | +22.2% |
| Q1 2022 | $1,279,000 | -6.6% | 30,240 | -4.9% | 1.05% | -7.2% |
| Q4 2021 | $1,369,000 | +6.3% | 31,804 | -3.2% | 1.13% | -11.9% |
| Q3 2021 | $1,288,000 | -2.1% | 32,863 | -0.7% | 1.28% | -0.4% |
| Q2 2021 | $1,316,000 | -18.7% | 33,086 | -18.6% | 1.29% | -20.1% |
| Q1 2021 | $1,619,000 | +24.8% | 40,655 | +9.9% | 1.61% | +29.8% |
| Q4 2020 | $1,297,000 | – | 36,990 | – | 1.24% | – |
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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% |