FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,891,610 | -7.3% | 50,591 | -0.6% | 2.39% | +4.6% |
| Q2 2023 | $2,040,513 | +1.6% | 50,899 | +1.7% | 2.28% | +14.4% |
| Q1 2023 | $2,009,177 | -1.9% | 50,030 | -2.5% | 2.00% | -18.5% |
| Q4 2022 | $2,047,119 | +153.4% | 51,294 | +127.2% | 2.45% | +102.1% |
| Q3 2022 | $808,000 | -38.7% | 22,575 | -33.3% | 1.21% | -29.2% |
| Q2 2022 | $1,318,000 | -72.1% | 33,865 | -69.6% | 1.71% | -57.0% |
| Q1 2022 | $4,718,000 | +2179.2% | 111,549 | +2217.7% | 3.98% | +2266.1% |
| Q4 2021 | $207,000 | – | 4,813 | – | 0.17% | – |
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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% |