FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,965,780 | +25.9% | 170,939 | +30.5% | 2.10% | +6.0% |
| Q1 2024 | $5,532,436 | -1.8% | 131,007 | -5.7% | 1.99% | -12.5% |
| Q4 2023 | $5,633,366 | +9.8% | 138,890 | +1.2% | 2.27% | +145.3% |
| Q3 2023 | $5,132,605 | +10.6% | 137,272 | +18.6% | 0.92% | +11.6% |
| Q2 2023 | $4,639,604 | +15.6% | 115,730 | +15.8% | 0.83% | +34.1% |
| Q1 2023 | $4,014,095 | +7.3% | 99,953 | +6.6% | 0.62% | -3.9% |
| Q4 2022 | $3,741,344 | – | 93,745 | – | 0.64% | – |
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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% |