FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,784 | +6.1% | 1,278 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $45,054 | -58.0% | 1,278 | -52.1% | 0.03% | -55.1% |
| Q1 2023 | $107,187 | -35.6% | 2,669 | -36.0% | 0.07% | +40.8% |
| Q4 2022 | $166,385 | -22.2% | 4,169 | -30.4% | 0.05% | -29.0% |
| Q3 2022 | $214,000 | +105.8% | 5,990 | +124.4% | 0.07% | -5.5% |
| Q2 2022 | $104,000 | -8.0% | 2,669 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $113,000 | -1.7% | 2,669 | 0.0% | 0.07% | +2.8% |
| Q4 2021 | $115,000 | +9.5% | 2,669 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $105,000 | -50.5% | 2,669 | -50.0% | 0.07% | -12.5% |
| Q2 2021 | $212,000 | +109.9% | 5,338 | +100.0% | 0.08% | -3.6% |
| Q1 2021 | $101,000 | – | 2,669 | – | 0.08% | – |
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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% |