FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,081,068 | -7.5% | 189,384 | -0.8% | 6.50% | -1.8% |
| Q2 2023 | $7,651,537 | -3.9% | 190,859 | -3.7% | 6.62% | -13.0% |
| Q1 2023 | $7,961,158 | -1.3% | 198,236 | -1.9% | 7.60% | -8.6% |
| Q4 2022 | $8,064,015 | +24.5% | 202,055 | +11.6% | 8.32% | -6.0% |
| Q3 2022 | $6,478,000 | -9.0% | 181,008 | -1.3% | 8.85% | -3.7% |
| Q2 2022 | $7,119,000 | -7.3% | 183,439 | +1.0% | 9.19% | -1.1% |
| Q1 2022 | $7,679,000 | -1.0% | 181,534 | +0.7% | 9.29% | +4.2% |
| Q4 2021 | $7,756,000 | – | 180,202 | – | 8.92% | – |
Download | ||||||
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% |