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 | $5,167,254 | -3.9% | 138,199 | +3.0% | 3.51% | -2.9% |
| Q2 2023 | $5,377,433 | -0.3% | 134,134 | -0.1% | 3.61% | -8.6% |
| Q1 2023 | $5,394,053 | +0.3% | 134,314 | -0.3% | 3.95% | -5.2% |
| Q4 2022 | $5,376,894 | +12.0% | 134,725 | +0.4% | 4.17% | +4.8% |
| Q3 2022 | $4,801,000 | -1.1% | 134,153 | +7.3% | 3.98% | +1.7% |
| Q2 2022 | $4,853,000 | +3.9% | 125,044 | +13.3% | 3.91% | +27.2% |
| Q1 2022 | $4,670,000 | +0.3% | 110,398 | +2.0% | 3.08% | +6.4% |
| Q4 2021 | $4,658,000 | +12.9% | 108,232 | +2.8% | 2.89% | +5.3% |
| Q3 2021 | $4,127,000 | -0.5% | 105,280 | +0.9% | 2.75% | +0.8% |
| Q2 2021 | $4,148,000 | – | 104,297 | – | 2.72% | – |
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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% |