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 | $115,498 | -6.7% | 3,089 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $123,838 | -0.2% | 3,089 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $124,054 | +247.3% | 3,089 | +245.1% | 0.00% | +100.0% |
Q4 2022 | $35,719 | +11.6% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $32,000 | -8.6% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $35,000 | -7.9% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $38,000 | -2.6% | 895 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $39,000 | +11.4% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $35,000 | -2.8% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $36,000 | +5.9% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $34,000 | +9.7% | 895 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $31,000 | +10.7% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $28,000 | +3.7% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $27,000 | +8.0% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $25,000 | -21.9% | 895 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $32,000 | +3.2% | 895 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $31,000 | +3.3% | 895 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $30,000 | +3.4% | 895 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $29,000 | – | 895 | – | 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% |