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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,137,742 | -12.3% | 324,625 | -5.9% | 0.46% | -9.6% |
| Q2 2023 | $13,835,675 | -8.4% | 345,115 | -8.2% | 0.51% | -13.1% |
| Q1 2023 | $15,101,988 | +145700.2% | 376,046 | +44.9% | 0.59% | +0.9% |
| Q4 2022 | $10,358 | -99.9% | 259,534 | +13.2% | 0.58% | +17.1% |
| Q3 2022 | $8,203,000 | -36.9% | 229,209 | -31.6% | 0.50% | -7.1% |
| Q2 2022 | $13,005,000 | -27.3% | 335,096 | -20.7% | 0.54% | +11.9% |
| Q1 2022 | $17,889,000 | -4.5% | 422,804 | -2.8% | 0.48% | +15.1% |
| Q4 2021 | $18,727,000 | +9.3% | 435,105 | -0.1% | 0.42% | -8.4% |
| Q3 2021 | $17,139,000 | -0.4% | 435,599 | +0.6% | 0.45% | -2.6% |
| Q2 2021 | $17,214,000 | -11.0% | 432,898 | -15.4% | 0.47% | -9.5% |
| Q1 2021 | $19,344,000 | – | 511,826 | – | 0.52% | – |
Download | ||||||
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% |