FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,051 | -7.7% | 23,350 | -1.0% | 0.59% | -3.9% |
| Q2 2023 | $945,601 | +63.7% | 23,587 | +64.0% | 0.61% | +34.4% |
| Q1 2023 | $577,628 | -1.0% | 14,383 | -1.6% | 0.46% | -14.0% |
| Q4 2022 | $583,315 | +12.4% | 14,616 | +0.9% | 0.53% | +10.9% |
| Q3 2022 | $519,000 | -10.1% | 14,491 | -2.6% | 0.48% | -7.2% |
| Q2 2022 | $577,000 | -10.5% | 14,873 | -2.4% | 0.52% | +15.5% |
| Q1 2022 | $645,000 | -3.2% | 15,243 | -1.5% | 0.45% | +7.0% |
| Q4 2021 | $666,000 | +231.3% | 15,468 | +201.9% | 0.42% | +200.0% |
| Q3 2021 | $201,000 | – | 5,124 | – | 0.14% | – |
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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% |