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 | $1,150,259 | -7.0% | 30,764 | -0.2% | 0.00% | – |
| Q2 2023 | $1,236,263 | -47.6% | 30,837 | -47.5% | 0.00% | – |
| Q1 2023 | $2,361,126 | +144.3% | 58,792 | +142.8% | 0.00% | – |
| Q4 2022 | $966,499 | +30.1% | 24,217 | +16.7% | 0.00% | – |
| Q3 2022 | $743,000 | -9.8% | 20,756 | -2.3% | 0.00% | – |
| Q2 2022 | $824,000 | +4.4% | 21,242 | +13.9% | 0.00% | – |
| Q1 2022 | $789,000 | +11.3% | 18,648 | +13.2% | 0.00% | – |
| Q4 2021 | $709,000 | +2.9% | 16,472 | -6.4% | 0.00% | – |
| Q3 2021 | $689,000 | +10.6% | 17,596 | +12.3% | 0.00% | – |
| Q2 2021 | $623,000 | +31.7% | 15,662 | +25.8% | 0.00% | – |
| Q1 2021 | $473,000 | +62.0% | 12,450 | +49.7% | 0.00% | – |
| Q4 2020 | $292,000 | +25.3% | 8,315 | +12.5% | 0.00% | – |
| Q3 2020 | $233,000 | +9.4% | 7,391 | +4.9% | 0.00% | – |
| Q2 2020 | $213,000 | -37.4% | 7,043 | -42.7% | 0.00% | – |
| Q1 2020 | $340,000 | -48.9% | 12,295 | -33.4% | 0.00% | – |
| Q4 2019 | $665,000 | +66.2% | 18,460 | +60.7% | 0.00% | – |
| Q3 2019 | $400,000 | +12.4% | 11,484 | +8.8% | 0.00% | – |
| Q2 2019 | $356,000 | +267.0% | 10,557 | +252.0% | 0.00% | – |
| Q1 2019 | $97,000 | -91.9% | 2,999 | -92.7% | 0.00% | – |
| Q4 2018 | $1,191,000 | – | 40,939 | +4093800.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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% |