FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,084,289 | -29.8% | 296,379 | -24.7% | 0.02% | -28.0% |
| Q2 2023 | $15,785,477 | +17.2% | 393,751 | +17.4% | 0.02% | +8.7% |
| Q1 2023 | $13,469,624 | -26.4% | 335,399 | -26.8% | 0.02% | -28.1% |
| Q4 2022 | $18,297,147 | +3.3% | 458,385 | -7.4% | 0.03% | -13.5% |
| Q3 2022 | $17,720,000 | -12.0% | 495,039 | -4.6% | 0.04% | -5.1% |
| Q2 2022 | $20,133,000 | -15.0% | 518,675 | -7.4% | 0.04% | 0.0% |
| Q1 2022 | $23,684,000 | +13.2% | 559,853 | +15.2% | 0.04% | +18.2% |
| Q4 2021 | $20,917,000 | +8.2% | 485,931 | -1.4% | 0.03% | -8.3% |
| Q3 2021 | $19,328,000 | -1.2% | 492,992 | +0.3% | 0.04% | -2.7% |
| Q2 2021 | $19,557,000 | +5.8% | 491,677 | +1.0% | 0.04% | 0.0% |
| Q1 2021 | $18,492,000 | +17.6% | 486,829 | +8.6% | 0.04% | +8.8% |
| Q4 2020 | $15,725,000 | +12.1% | 448,331 | +0.5% | 0.03% | 0.0% |
| Q3 2020 | $14,033,000 | +4.4% | 445,980 | +0.6% | 0.03% | -2.9% |
| Q2 2020 | $13,441,000 | -29.8% | 443,251 | -35.9% | 0.04% | -41.7% |
| Q1 2020 | $19,149,000 | -1.1% | 691,768 | +28.7% | 0.06% | +22.4% |
| Q4 2019 | $19,361,000 | +7.1% | 537,305 | +3.6% | 0.05% | 0.0% |
| Q3 2019 | $18,083,000 | +8.2% | 518,597 | +4.7% | 0.05% | +4.3% |
| Q2 2019 | $16,706,000 | +7.1% | 495,087 | +3.0% | 0.05% | +4.4% |
| Q1 2019 | $15,600,000 | +26.6% | 480,446 | +13.4% | 0.04% | +12.5% |
| Q4 2018 | $12,325,000 | +23.2% | 423,828 | +34.0% | 0.04% | +37.9% |
| Q3 2018 | $10,006,000 | +21.4% | 316,229 | +16.2% | 0.03% | +16.0% |
| Q2 2018 | $8,244,000 | +15.3% | 272,259 | +13.8% | 0.02% | +13.6% |
| Q1 2018 | $7,150,000 | -9.2% | 239,205 | -6.2% | 0.02% | -8.3% |
| Q4 2017 | $7,871,000 | +19.9% | 255,071 | +15.6% | 0.02% | +14.3% |
| Q3 2017 | $6,563,000 | +10.0% | 220,575 | +8.2% | 0.02% | +5.0% |
| Q2 2017 | $5,965,000 | +12.4% | 203,936 | +11.5% | 0.02% | +11.1% |
| Q1 2017 | $5,308,000 | +17.3% | 182,949 | +13.3% | 0.02% | +12.5% |
| Q4 2016 | $4,527,000 | +62.0% | 161,508 | +56.1% | 0.02% | +60.0% |
| Q3 2016 | $2,794,000 | +43.6% | 103,470 | +43.3% | 0.01% | +42.9% |
| Q2 2016 | $1,946,000 | +74.1% | 72,201 | +66.3% | 0.01% | +75.0% |
| Q1 2016 | $1,118,000 | +30.9% | 43,426 | +21.4% | 0.00% | +33.3% |
| Q4 2015 | $854,000 | +16.2% | 35,775 | +10.9% | 0.00% | 0.0% |
| Q3 2015 | $735,000 | +37.6% | 32,269 | +41.3% | 0.00% | +50.0% |
| Q2 2015 | $534,000 | +104.6% | 22,842 | +110.7% | 0.00% | +100.0% |
| Q1 2015 | $261,000 | +5120.0% | 10,842 | +4805.9% | 0.00% | – |
| Q4 2014 | $5,000 | 0.0% | 221 | 0.0% | 0.00% | – |
| Q3 2014 | $5,000 | -50.0% | 221 | -55.8% | 0.00% | – |
| Q3 2013 | $10,000 | – | 500 | – | 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% |