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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,056,318 | -8.2% | 28,251 | -1.6% | 0.65% | -4.3% |
| Q2 2023 | $1,150,611 | +4.2% | 28,701 | +4.4% | 0.68% | -3.0% |
| Q1 2023 | $1,104,119 | -3.7% | 27,493 | -4.3% | 0.70% | -10.1% |
| Q4 2022 | $1,146,814 | +18.5% | 28,735 | +6.2% | 0.78% | +11.8% |
| Q3 2022 | $968,000 | -5.0% | 27,050 | +2.9% | 0.69% | -1.8% |
| Q2 2022 | $1,019,000 | -8.2% | 26,293 | +0.2% | 0.71% | +7.1% |
| Q1 2022 | $1,110,000 | +1.4% | 26,241 | +3.1% | 0.66% | -2.4% |
| Q4 2021 | $1,095,000 | +30.7% | 25,445 | +19.1% | 0.68% | +10.8% |
| Q3 2021 | $838,000 | +16.6% | 21,371 | +18.3% | 0.61% | +15.6% |
| Q2 2021 | $719,000 | +29.5% | 18,068 | +23.7% | 0.53% | +13.6% |
| Q1 2021 | $555,000 | +24.7% | 14,607 | +15.0% | 0.46% | +24.1% |
| Q4 2020 | $445,000 | – | 12,697 | – | 0.37% | – |
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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% |