FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,844,348 | -3.7% | 430,436 | +3.9% | 10.51% | -1.2% |
| Q2 2023 | $16,453,944 | +4.1% | 414,248 | +5.2% | 10.64% | -14.5% |
| Q1 2023 | $15,813,068 | +2.9% | 393,752 | +4.2% | 12.45% | +10.1% |
| Q4 2022 | $15,365,393 | +14.1% | 377,899 | +4.4% | 11.31% | -4.7% |
| Q3 2022 | $13,471,000 | +1.8% | 362,024 | +15.8% | 11.86% | +11.0% |
| Q1 2022 | $13,229,000 | +4.0% | 312,740 | +5.8% | 10.69% | +0.2% |
| Q4 2021 | $12,719,000 | – | 295,517 | – | 10.67% | – |
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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% |