FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,188 | -6.7% | 37,154 | +0.3% | 0.73% | -7.1% |
| Q2 2023 | $1,488,896 | -2.7% | 37,028 | -2.8% | 0.79% | -9.0% |
| Q1 2023 | $1,529,534 | -7.6% | 38,086 | -5.5% | 0.86% | -13.6% |
| Q4 2022 | $1,654,669 | +10.8% | 40,289 | -1.3% | 1.00% | +1.5% |
| Q3 2022 | $1,494,000 | -10.2% | 40,820 | -5.1% | 0.98% | -16.7% |
| Q2 2022 | $1,663,000 | -7.2% | 43,012 | -2.5% | 1.18% | -5.2% |
| Q1 2022 | $1,792,000 | -1.2% | 44,130 | -0.1% | 1.25% | +7.2% |
| Q4 2021 | $1,813,000 | – | 44,170 | – | 1.16% | – |
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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% |