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 2022 | $6,772,590 | -14.3% | 189,231 | -7.1% | 0.29% | -11.7% |
| Q2 2022 | $7,907,047 | -15.6% | 203,737 | -8.0% | 0.32% | +1.6% |
| Q1 2022 | $9,369,931 | -0.4% | 221,511 | +1.3% | 0.32% | +0.9% |
| Q4 2021 | $9,410,484 | +13.1% | 218,645 | +3.0% | 0.32% | +1.6% |
| Q3 2021 | $8,317,487 | -5.3% | 212,177 | -3.9% | 0.31% | -8.2% |
| Q2 2021 | $8,779,074 | +29.2% | 220,746 | +23.4% | 0.34% | +14.5% |
| Q1 2021 | $6,794,424 | +10.5% | 178,895 | +2.0% | 0.30% | -5.7% |
| Q4 2020 | $6,148,719 | +66.6% | 175,327 | +49.4% | 0.32% | +47.9% |
| Q3 2020 | $3,691,487 | -33.8% | 117,339 | -36.2% | 0.21% | -41.5% |
| Q2 2020 | $5,574,174 | +7.5% | 183,845 | -1.9% | 0.36% | -15.5% |
| Q1 2020 | $5,187,536 | -9.1% | 187,411 | +18.3% | 0.43% | +6.2% |
| Q4 2019 | $5,707,008 | +105.3% | 158,396 | +98.7% | 0.41% | +78.1% |
| Q3 2019 | $2,779,209 | +7.6% | 79,702 | +4.2% | 0.23% | +4.6% |
| Q2 2019 | $2,581,954 | +24.0% | 76,525 | +19.3% | 0.22% | +11.2% |
| Q1 2019 | $2,081,976 | +19.6% | 64,120 | +7.1% | 0.20% | -8.8% |
| Q4 2018 | $1,741,485 | +1.5% | 59,886 | +10.5% | 0.22% | +9.1% |
| Q3 2018 | $1,715,299 | +4.1% | 54,213 | -0.4% | 0.20% | -12.1% |
| Q2 2018 | $1,647,626 | +1.4% | 54,413 | +0.1% | 0.22% | -7.4% |
| Q1 2018 | $1,624,910 | -2.9% | 54,363 | +0.3% | 0.24% | -8.3% |
| Q4 2017 | $1,673,075 | – | 54,215 | – | 0.26% | – |
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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% |