FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,194,765 | -6.1% | 222,623 | +2.2% | 4.98% | -4.9% |
| Q2 2023 | $8,728,573 | +0.5% | 217,887 | +0.8% | 5.24% | -0.2% |
| Q1 2023 | $8,681,290 | +0.4% | 216,168 | -0.2% | 5.25% | -10.8% |
| Q4 2022 | $8,647,499 | +16.8% | 216,675 | +4.7% | 5.89% | -3.9% |
| Q3 2022 | $7,405,000 | +0.0% | 206,897 | +8.5% | 6.13% | -3.3% |
| Q2 2022 | $7,404,000 | +2.5% | 190,773 | +11.9% | 6.34% | -1.3% |
| Q1 2022 | $7,223,000 | -5.8% | 170,546 | -4.2% | 6.42% | -13.4% |
| Q4 2021 | $7,665,000 | – | 178,095 | – | 7.41% | – |
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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% |