FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,994 | -7.7% | 15,619 | -1.0% | 0.30% | +3.1% |
| Q2 2023 | $632,500 | -2.4% | 15,777 | -2.2% | 0.29% | -11.3% |
| Q1 2023 | $648,102 | +4.0% | 16,138 | +3.3% | 0.33% | -5.8% |
| Q4 2022 | $623,354 | +11.5% | 15,619 | 0.0% | 0.35% | +12.0% |
| Q3 2022 | $559,000 | -7.9% | 15,619 | -0.1% | 0.31% | -28.3% |
| Q2 2022 | $607,000 | -8.2% | 15,633 | 0.0% | 0.43% | +25.7% |
| Q1 2022 | $661,000 | -1.8% | 15,633 | 0.0% | 0.34% | +3.3% |
| Q4 2021 | $673,000 | +9.8% | 15,633 | 0.0% | 0.33% | -0.3% |
| Q3 2021 | $613,000 | -3.3% | 15,633 | 0.0% | 0.33% | +1.8% |
| Q2 2021 | $634,000 | +6.7% | 15,633 | 0.0% | 0.33% | -4.1% |
| Q1 2021 | $594,000 | +8.4% | 15,633 | 0.0% | 0.34% | +6.2% |
| Q4 2020 | $548,000 | – | 15,633 | – | 0.32% | – |
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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% |