FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $370,000 | -3.1% | 10,555 | -13.1% | 0.00% | 0.0% |
| Q3 2020 | $382,000 | +22.0% | 12,145 | +17.5% | 0.00% | 0.0% |
| Q2 2020 | $313,000 | +45.6% | 10,333 | +32.8% | 0.00% | +100.0% |
| Q1 2020 | $215,000 | -21.8% | 7,780 | +2.1% | 0.00% | 0.0% |
| Q4 2019 | $275,000 | +3.4% | 7,623 | -0.2% | 0.00% | 0.0% |
| Q3 2019 | $266,000 | -10.4% | 7,641 | -13.2% | 0.00% | -50.0% |
| Q2 2019 | $297,000 | +14.7% | 8,804 | +10.3% | 0.00% | +100.0% |
| Q1 2019 | $259,000 | -34.4% | 7,980 | -41.2% | 0.00% | -50.0% |
| Q4 2018 | $395,000 | -4.8% | 13,564 | +3.3% | 0.00% | 0.0% |
| Q3 2018 | $415,000 | -4.2% | 13,130 | -8.2% | 0.00% | 0.0% |
| Q2 2018 | $433,000 | -20.0% | 14,297 | -21.0% | 0.00% | -33.3% |
| Q1 2018 | $541,000 | -11.7% | 18,106 | -8.8% | 0.00% | 0.0% |
| Q4 2017 | $613,000 | +119.7% | 19,847 | +111.9% | 0.00% | +50.0% |
| Q3 2017 | $279,000 | +1.5% | 9,365 | -0.5% | 0.00% | 0.0% |
| Q2 2017 | $275,000 | +0.7% | 9,412 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $273,000 | -6.8% | 9,412 | -9.9% | 0.00% | 0.0% |
| Q4 2016 | $293,000 | +11.8% | 10,451 | +7.8% | 0.00% | 0.0% |
| Q3 2016 | $262,000 | +20.7% | 9,693 | +7.2% | 0.00% | +100.0% |
| Q1 2015 | $217,000 | -8.4% | 9,041 | -7.5% | 0.00% | 0.0% |
| Q4 2014 | $237,000 | +10.7% | 9,775 | +2.9% | 0.00% | 0.0% |
| Q3 2014 | $214,000 | – | 9,497 | – | 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% |