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 | $1,411,244 | -20.5% | 37,744 | -14.8% | 0.91% | -26.3% |
| Q2 2023 | $1,775,728 | +2.1% | 44,294 | +2.3% | 1.24% | +2.6% |
| Q1 2023 | $1,739,395 | -10.8% | 43,312 | -11.4% | 1.21% | -17.1% |
| Q4 2022 | $1,951,000 | +14.5% | 48,881 | +2.7% | 1.46% | -9.8% |
| Q3 2022 | $1,704,000 | -6.0% | 47,600 | +1.9% | 1.62% | -14.7% |
| Q2 2022 | $1,813,000 | -15.9% | 46,715 | -6.8% | 1.89% | -8.6% |
| Q4 2021 | $2,157,000 | +3.4% | 50,106 | +1.6% | 2.07% | -5.9% |
| Q1 2021 | $2,086,000 | – | 49,318 | – | 2.20% | – |
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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% |