FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,084,293 | -10.8% | 109,235 | -4.4% | 3.82% | -9.0% |
| Q2 2023 | $4,578,485 | -4.8% | 114,205 | -4.7% | 4.19% | -5.3% |
| Q1 2023 | $4,811,496 | +0.1% | 119,808 | -0.5% | 4.43% | +3.2% |
| Q4 2022 | $4,807,539 | +2.2% | 120,460 | -8.4% | 4.30% | -4.2% |
| Q3 2022 | $4,705,000 | -7.4% | 131,452 | +0.4% | 4.48% | -2.4% |
| Q2 2022 | $5,079,000 | -13.2% | 130,874 | -5.3% | 4.59% | -0.8% |
| Q1 2022 | $5,849,000 | -4.1% | 138,271 | -2.4% | 4.63% | -1.8% |
| Q4 2021 | $6,099,000 | – | 141,706 | – | 4.72% | – |
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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% |