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 | $3,244,199 | -7.9% | 86,766 | -1.2% | 1.30% | -12.3% |
| Q2 2023 | $3,521,004 | -2.0% | 87,827 | -1.8% | 1.48% | +0.3% |
| Q1 2023 | $3,591,810 | -0.8% | 89,437 | -1.4% | 1.47% | +1.7% |
| Q4 2022 | $3,619,697 | +9.0% | 90,696 | -2.2% | 1.45% | -21.0% |
| Q3 2022 | $3,319,357 | -87.0% | 92,745 | -85.8% | 1.83% | -87.1% |
| Q2 2022 | $25,437,307 | -0.7% | 655,432 | +8.3% | 14.16% | +25.1% |
| Q1 2022 | $25,609,639 | -1.5% | 605,429 | +0.2% | 11.32% | +14.9% |
| Q4 2021 | $26,002,396 | – | 604,145 | – | 9.85% | – |
Download | ||||||
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% |