FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,758,013 | -10.1% | 153,999 | -3.6% | 3.53% | -5.3% |
| Q2 2023 | $6,405,437 | +0.7% | 159,776 | +0.9% | 3.73% | -6.1% |
| Q1 2023 | $6,358,090 | +7.0% | 158,319 | +6.3% | 3.97% | -1.1% |
| Q4 2022 | $5,942,272 | +17.9% | 148,892 | +5.8% | 4.01% | -12.0% |
| Q3 2022 | $5,039,000 | -6.7% | 140,784 | +1.1% | 4.56% | -13.4% |
| Q2 2022 | $5,402,000 | -5.0% | 139,201 | +3.5% | 5.26% | +17.1% |
| Q1 2022 | $5,689,000 | +74.9% | 134,480 | +77.9% | 4.50% | +67.3% |
| Q4 2021 | $3,253,000 | – | 75,575 | – | 2.69% | – |
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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% |