FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,816,026 | -4.1% | 583,668 | +2.9% | 6.13% | +7.5% |
| Q2 2023 | $22,745,374 | +1.3% | 567,357 | +1.5% | 5.70% | +6.5% |
| Q1 2023 | $22,451,216 | +0.1% | 559,044 | -0.6% | 5.36% | +1.7% |
| Q4 2022 | $22,435,351 | -4.9% | 562,149 | -14.7% | 5.27% | +5.2% |
| Q3 2022 | $23,587,000 | -13.5% | 659,032 | +0.9% | 5.01% | -1.8% |
| Q2 2022 | $27,277,000 | +5.3% | 652,872 | +3.7% | 5.10% | +3.6% |
| Q1 2022 | $25,893,000 | – | 629,546 | – | 4.92% | – |
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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% |