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 | $277,423 | -7.6% | 7,547 | +0.8% | 0.16% | -4.7% |
| Q2 2023 | $300,274 | +9.2% | 7,490 | +9.6% | 0.17% | +3.0% |
| Q1 2023 | $274,875 | +9.1% | 6,836 | +8.3% | 0.16% | +2.5% |
| Q4 2022 | $251,951 | -99.9% | 6,313 | -13.3% | 0.16% | -12.0% |
| Q3 2022 | $260,658,000 | -8.0% | 7,283 | -0.3% | 0.18% | -4.2% |
| Q2 2022 | $283,390,000 | +33.2% | 7,302 | +45.2% | 0.19% | +40.4% |
| Q1 2022 | $212,769,000 | +1.6% | 5,030 | +3.4% | 0.14% | +7.9% |
| Q4 2021 | $209,389,000 | +101545.1% | 4,865 | -15.6% | 0.13% | -18.2% |
| Q4 2020 | $206,000 | – | 5,762 | – | 0.15% | – |
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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% |