FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,626,077 | -14.1% | 230,703 | -7.9% | 5.66% | -9.3% |
| Q2 2023 | $10,045,312 | -6.8% | 250,568 | -6.6% | 6.24% | -8.4% |
| Q1 2023 | $10,776,831 | -9.1% | 268,347 | -9.6% | 6.81% | -9.2% |
| Q4 2022 | $11,850,104 | -44.9% | 296,920 | -50.5% | 7.50% | -2.1% |
| Q3 2022 | $21,495,000 | +50.1% | 600,230 | +62.7% | 7.66% | -25.0% |
| Q2 2022 | $14,320,000 | -3.7% | 368,966 | +5.0% | 10.22% | +8.2% |
| Q1 2022 | $14,870,000 | +31.8% | 351,534 | +34.0% | 9.45% | +20.4% |
| Q4 2021 | $11,283,000 | – | 262,242 | – | 7.84% | – |
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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% |