FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,453 | -21.7% | 15,765 | -16.1% | 0.78% | -11.6% |
| Q2 2023 | $752,890 | +79994.7% | 18,780 | -19.8% | 0.88% | -25.4% |
| Q1 2023 | $940 | -9.8% | 23,405 | -10.3% | 1.18% | -17.4% |
| Q4 2022 | $1,042 | -99.9% | 26,107 | -26.0% | 1.43% | -20.9% |
| Q3 2022 | $1,263,000 | -14.0% | 35,298 | -6.7% | 1.81% | -10.8% |
| Q2 2022 | $1,468,000 | -20.1% | 37,817 | -13.0% | 2.03% | +2.1% |
| Q1 2022 | $1,838,000 | -22.2% | 43,458 | -20.8% | 1.99% | -19.6% |
| Q4 2021 | $2,363,000 | – | 54,898 | – | 2.47% | – |
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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% |