FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,117,606 | -6.2% | 163,616 | +0.6% | 4.62% | -2.7% |
| Q2 2023 | $6,523,288 | +3.0% | 162,716 | +3.1% | 4.75% | -7.3% |
| Q1 2023 | $6,336,260 | +4.8% | 157,775 | +4.1% | 5.12% | -10.6% |
| Q4 2022 | $6,047,766 | +9.3% | 151,535 | -2.0% | 5.73% | -1.2% |
| Q3 2022 | $5,534,000 | -11.0% | 154,626 | -3.4% | 5.80% | -1.8% |
| Q2 2022 | $6,215,000 | -9.7% | 160,149 | -1.6% | 5.90% | +4.6% |
| Q1 2022 | $6,886,000 | -2.8% | 162,793 | -1.1% | 5.64% | +7.6% |
| Q4 2021 | $7,082,000 | – | 164,536 | – | 5.25% | – |
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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% |