FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,684 | -6.8% | 8,924 | -0.1% | 0.26% | -11.7% |
| Q2 2023 | $358,157 | -0.7% | 8,934 | -0.5% | 0.30% | -25.0% |
| Q1 2023 | $360,711 | +11.6% | 8,982 | +10.9% | 0.40% | +0.3% |
| Q4 2022 | $323,175 | +42.4% | 8,098 | +27.9% | 0.40% | +30.0% |
| Q3 2022 | $227,000 | -2.2% | 6,331 | +5.9% | 0.31% | +13.7% |
| Q2 2022 | $232,000 | -19.7% | 5,977 | -12.6% | 0.27% | -0.4% |
| Q1 2022 | $289,000 | -1.7% | 6,839 | +0.2% | 0.27% | +3.8% |
| Q4 2021 | $294,000 | – | 6,826 | – | 0.26% | – |
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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% |