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 | $35,458,947 | -15.8% | 948,352 | -9.8% | 0.50% | -13.6% |
| Q2 2023 | $42,135,485 | +0.5% | 1,051,006 | +0.7% | 0.58% | -7.3% |
| Q1 2023 | $41,912,063 | +6.6% | 1,043,627 | +5.9% | 0.62% | -1.6% |
| Q4 2022 | $39,329,256 | +22.1% | 985,442 | +9.5% | 0.63% | +13.1% |
| Q3 2022 | $32,223,688 | +9.6% | 900,347 | +18.9% | 0.56% | +1.1% |
| Q2 2022 | $29,392,000 | +18.6% | 757,300 | +29.3% | 0.55% | +33.7% |
| Q1 2022 | $24,776,000 | – | 585,712 | – | 0.41% | – |
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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% |