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 | $5,156,754 | +98311.3% | 137,918 | +5.6% | 2.82% | +4.6% |
| Q2 2023 | $5,240 | +3.0% | 130,639 | +3.1% | 2.70% | -7.7% |
| Q1 2023 | $5,088 | -6.6% | 126,686 | -7.2% | 2.92% | -26.8% |
| Q4 2022 | $5,450 | -99.9% | 136,567 | -2.4% | 3.99% | +1.2% |
| Q3 2022 | $5,007,000 | -11.3% | 139,894 | -3.4% | 3.94% | +3.2% |
| Q2 2022 | $5,645,000 | -14.2% | 144,812 | -6.9% | 3.82% | -13.3% |
| Q1 2022 | $6,578,000 | -6.6% | 155,527 | -4.9% | 4.40% | -7.8% |
| Q4 2021 | $7,042,000 | +12.2% | 163,625 | +2.2% | 4.77% | +0.0% |
| Q3 2021 | $6,275,000 | +125400.0% | 160,097 | -0.4% | 4.77% | +119225.0% |
| Q2 2021 | $5,000 | -99.9% | 160,791 | -27.2% | 0.00% | -99.9% |
| Q1 2021 | $8,385,000 | – | 220,814 | – | 7.71% | – |
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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% |