FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 506 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,427,395 | -4.6% | 182,267 | -1.1% | 6.06% | -5.8% |
| Q1 2024 | $7,782,442 | -46.8% | 184,287 | -48.9% | 6.44% | -51.0% |
| Q4 2023 | $14,621,468 | +7.5% | 360,490 | -0.9% | 13.13% | +2.2% |
| Q3 2023 | $13,597,599 | -4.7% | 363,669 | +2.2% | 12.85% | -1.4% |
| Q2 2023 | $14,268,583 | +4.0% | 355,914 | +4.2% | 13.03% | +1.3% |
| Q1 2023 | $13,714,955 | +2.5% | 341,508 | +1.8% | 12.86% | -3.8% |
| Q4 2022 | $13,382,209 | +21.2% | 335,310 | +8.7% | 13.38% | +6.2% |
| Q3 2022 | $11,037,000 | -3.7% | 308,393 | +4.4% | 12.60% | -1.6% |
| Q2 2022 | $11,465,000 | +2.7% | 295,425 | +11.9% | 12.81% | +22.7% |
| Q1 2022 | $11,169,000 | +23.0% | 264,038 | +25.2% | 10.44% | +22.9% |
| Q4 2021 | $9,078,000 | – | 210,919 | – | 8.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIONVIEW, LLC | 355,914 | $14,268,583 | 13.03% |
| Next Level Private LLC | 414,248 | $16,453,944 | 10.64% |
| Advance Capital Management, Inc. | 1,976,631 | $79,243,136 | 8.99% |
| BELLEVUE ASSET MANAGEMENT, LLC | 349,562 | $14,013,940 | 8.79% |
| Prism Advisors, Inc. | 536,991 | $21,527,969 | 7.24% |
| New England Private Wealth Advisors LLC | 885,077 | $35,487,374 | 7.17% |
| Spectrum Wealth Advisory Group, LLC | 133,500 | $5,352,017 | 7.09% |
| Kraft, Davis & Associates, LLC | 505,426 | $20,146,290 | 6.99% |
| Petix & Botte Co | 544,558 | $21,831,370 | 6.78% |
| Legacy Capital Wealth Partners, LLC | 199,338 | $7,991,402 | 6.64% |