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 | $271,339 | -31.9% | 7,257 | -27.0% | 0.00% | -50.0% |
| Q2 2023 | $398,695 | -9.1% | 9,945 | -8.9% | 0.00% | 0.0% |
| Q1 2023 | $438,547 | +10.9% | 10,920 | +10.2% | 0.00% | 0.0% |
| Q4 2022 | $395,588 | -6.7% | 9,912 | -16.4% | 0.00% | 0.0% |
| Q3 2022 | $424,000 | +26.6% | 11,858 | +37.3% | 0.00% | 0.0% |
| Q2 2022 | $335,000 | -13.0% | 8,634 | -5.2% | 0.00% | 0.0% |
| Q1 2022 | $385,000 | -1.8% | 9,104 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $392,000 | +7.4% | 9,104 | -2.3% | 0.00% | 0.0% |
| Q3 2021 | $365,000 | +6.4% | 9,319 | +7.9% | 0.00% | 0.0% |
| Q2 2021 | $343,000 | +11.4% | 8,634 | +6.4% | 0.00% | +100.0% |
| Q1 2021 | $308,000 | +16.7% | 8,114 | +8.0% | 0.00% | 0.0% |
| Q4 2020 | $264,000 | -1.5% | 7,514 | -11.7% | 0.00% | 0.0% |
| Q3 2020 | $268,000 | +793.3% | 8,514 | +751.4% | 0.00% | – |
| Q2 2020 | $30,000 | -79.5% | 1,000 | -81.1% | 0.00% | -100.0% |
| Q1 2020 | $146,000 | -27.4% | 5,278 | -5.4% | 0.00% | 0.0% |
| Q4 2019 | $201,000 | +3.1% | 5,578 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $195,000 | -62.6% | 5,578 | -63.9% | 0.00% | -66.7% |
| Q2 2019 | $521,000 | +5688.9% | 15,454 | +5303.5% | 0.00% | – |
| Q1 2019 | $9,000 | -65.4% | 286 | -67.7% | 0.00% | – |
| Q4 2018 | $26,000 | -46.9% | 886 | -42.9% | 0.00% | – |
| Q3 2018 | $49,000 | -25.8% | 1,551 | -28.7% | 0.00% | – |
| Q2 2018 | $66,000 | +43.5% | 2,176 | +40.3% | 0.00% | – |
| Q1 2018 | $46,000 | -11.5% | 1,551 | -8.5% | 0.00% | – |
| Q4 2017 | $52,000 | +116.7% | 1,696 | +109.4% | 0.00% | – |
| Q3 2017 | $24,000 | -4.0% | 810 | -6.9% | 0.00% | – |
| Q2 2017 | $25,000 | 0.0% | 870 | 0.0% | 0.00% | – |
| Q1 2017 | $25,000 | -55.4% | 870 | -56.5% | 0.00% | – |
| Q4 2016 | $56,000 | +143.5% | 2,002 | +130.1% | 0.00% | – |
| Q3 2016 | $23,000 | 0.0% | 870 | 0.0% | 0.00% | – |
| Q2 2016 | $23,000 | +4.5% | 870 | 0.0% | 0.00% | – |
| Q1 2016 | $22,000 | +4.8% | 870 | 0.0% | 0.00% | – |
| Q4 2015 | $21,000 | +5.0% | 870 | 0.0% | 0.00% | – |
| Q3 2015 | $20,000 | -41.2% | 870 | -40.2% | 0.00% | – |
| Q2 2015 | $34,000 | -39.3% | 1,455 | -37.8% | 0.00% | – |
| Q1 2015 | $56,000 | -16.4% | 2,340 | -15.3% | 0.00% | -100.0% |
| Q4 2014 | $67,000 | +8.1% | 2,763 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $62,000 | -13.9% | 2,763 | -11.8% | 0.00% | 0.0% |
| Q2 2014 | $72,000 | – | 3,132 | – | 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% |