FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,647,656 | -32.4% | 70,812 | -27.5% | 0.42% | -31.9% |
| Q2 2023 | $3,917,068 | +3.7% | 97,707 | +3.9% | 0.62% | -2.8% |
| Q1 2023 | $3,777,409 | +20.2% | 94,059 | +19.4% | 0.64% | +13.1% |
| Q4 2022 | $3,143,192 | +104.0% | 78,757 | +82.9% | 0.57% | +108.5% |
| Q3 2022 | $1,541,000 | +30.2% | 43,059 | +41.1% | 0.27% | +26.5% |
| Q2 2022 | $1,184,000 | +12.9% | 30,514 | +17.9% | 0.22% | +8.0% |
| Q1 2022 | $1,049,000 | +48.4% | 25,884 | +57.7% | 0.20% | +25.2% |
| Q4 2021 | $707,000 | – | 16,415 | – | 0.16% | – |
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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% |