FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900 | -21.1% | 24,024 | -16.2% | 0.00% | -33.3% |
| Q2 2023 | $1,140 | -10.1% | 28,657 | -9.9% | 0.00% | 0.0% |
| Q1 2023 | $1,268 | -75.8% | 31,792 | -75.7% | 0.00% | -78.6% |
| Q4 2022 | $5,229 | -99.9% | 130,599 | -9.2% | 0.01% | 0.0% |
| Q3 2022 | $5,185,000 | -3.9% | 143,845 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $5,395,000 | -26.6% | 138,957 | -19.9% | 0.01% | 0.0% |
| Q1 2022 | $7,351,000 | -6.4% | 173,403 | -12.2% | 0.01% | -6.7% |
| Q4 2021 | $7,852,000 | +26.7% | 197,441 | +25.0% | 0.02% | +25.0% |
| Q3 2021 | $6,199,000 | -21.1% | 157,992 | -20.0% | 0.01% | -25.0% |
| Q2 2021 | $7,852,000 | -26.3% | 197,441 | -29.6% | 0.02% | -33.3% |
| Q1 2021 | $10,655,000 | -15.2% | 280,512 | -21.7% | 0.02% | -17.2% |
| Q4 2020 | $12,558,000 | +57.0% | 358,087 | +40.9% | 0.03% | +38.1% |
| Q3 2020 | $7,997,000 | +397.6% | 254,218 | +338.1% | 0.02% | +320.0% |
| Q2 2020 | $1,607,000 | 0.0% | 58,023 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $1,607,000 | -51.2% | 58,023 | -36.5% | 0.01% | -33.3% |
| Q4 2019 | $3,294,000 | +80.7% | 91,415 | +74.9% | 0.01% | +50.0% |
| Q3 2019 | $1,823,000 | +7.9% | 52,275 | +4.4% | 0.01% | +20.0% |
| Q2 2019 | $1,689,000 | +22.1% | 50,074 | +17.6% | 0.01% | +25.0% |
| Q1 2019 | $1,383,000 | +259.2% | 42,594 | +249.8% | 0.00% | +300.0% |
| Q4 2018 | $385,000 | 0.0% | 12,177 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $385,000 | +4.3% | 12,177 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $369,000 | +1.4% | 12,177 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $364,000 | -3.2% | 12,177 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $376,000 | +3.9% | 12,177 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $362,000 | – | 12,177 | – | 0.00% | – |
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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% |