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 | $5,543,740 | -9.4% | 148,268 | -2.9% | 2.82% | -11.6% |
| Q2 2023 | $6,119,497 | -0.2% | 152,644 | -0.1% | 3.18% | -4.3% |
| Q1 2023 | $6,134,700 | -0.5% | 152,812 | -1.0% | 3.33% | -5.9% |
| Q4 2022 | $6,167,126 | +5.4% | 154,306 | -5.5% | 3.54% | +3.5% |
| Q3 2022 | $5,853,000 | -6.9% | 163,360 | +1.0% | 3.42% | -2.7% |
| Q2 2022 | $6,287,000 | -6.8% | 161,762 | +2.1% | 3.51% | +8.5% |
| Q1 2022 | $6,749,000 | +0.8% | 158,465 | +1.9% | 3.24% | +3.2% |
| Q4 2021 | $6,693,000 | +11.6% | 155,504 | +1.6% | 3.14% | +1.2% |
| Q3 2021 | $5,998,000 | +1.0% | 152,999 | +2.4% | 3.10% | -1.0% |
| Q2 2021 | $5,936,000 | +5.4% | 149,468 | +0.8% | 3.13% | -4.0% |
| Q1 2021 | $5,634,000 | +9.0% | 148,336 | +0.6% | 3.26% | +0.5% |
| Q4 2020 | $5,170,000 | – | 147,428 | – | 3.25% | – |
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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% |