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 | $3,340,869 | -9.6% | 89,352 | -3.1% | 4.12% | +1.3% |
| Q2 2023 | $3,695,282 | -2.9% | 92,175 | -2.7% | 4.06% | -7.6% |
| Q1 2023 | $3,805,307 | -0.1% | 94,754 | -0.7% | 4.40% | +6.3% |
| Q4 2022 | $3,808,076 | +11.7% | 95,417 | +0.1% | 4.14% | -5.9% |
| Q3 2022 | $3,410,000 | -9.4% | 95,287 | -1.7% | 4.39% | +0.7% |
| Q2 2022 | $3,762,000 | -9.1% | 96,921 | -0.9% | 4.36% | +10.8% |
| Q1 2022 | $4,137,000 | -0.4% | 97,808 | +1.4% | 3.94% | +5.8% |
| Q4 2021 | $4,153,000 | – | 96,488 | – | 3.72% | – |
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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% |