FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,410 | -3.3% | 278,406 | +3.6% | 1.09% | +0.9% |
| Q2 2023 | $10,769 | +7.7% | 268,617 | +7.8% | 1.08% | -15.4% |
| Q1 2023 | $10,003 | +3.6% | 249,089 | +3.0% | 1.28% | +1.2% |
| Q4 2022 | $9,651 | -99.9% | 241,809 | +9.5% | 1.26% | +27.5% |
| Q3 2022 | $7,901,000 | -3.7% | 220,762 | +4.4% | 0.99% | +0.7% |
| Q2 2022 | $8,208,000 | +0.1% | 211,504 | +9.1% | 0.98% | +24.5% |
| Q1 2022 | $8,201,000 | +13.8% | 193,885 | +15.8% | 0.79% | +15.2% |
| Q4 2021 | $7,208,000 | +13.3% | 167,475 | +3.2% | 0.68% | -20.3% |
| Q3 2021 | $6,364,000 | -4.5% | 162,349 | -3.1% | 0.86% | +25.6% |
| Q2 2021 | $6,664,000 | -29.4% | 167,558 | -32.5% | 0.68% | -29.9% |
| Q1 2021 | $9,434,000 | +29.0% | 248,404 | +6.8% | 0.98% | -2.9% |
| Q3 2020 | $7,315,000 | +3.1% | 232,503 | -0.6% | 1.00% | +1.3% |
| Q2 2020 | $7,092,000 | +4.5% | 233,916 | -4.6% | 0.99% | -11.0% |
| Q1 2020 | $6,784,000 | -20.7% | 245,096 | +3.2% | 1.11% | -7.0% |
| Q4 2019 | $8,557,000 | +28.9% | 237,494 | +24.8% | 1.20% | +21.0% |
| Q3 2019 | $6,638,000 | +6.0% | 190,374 | +2.6% | 0.99% | +4.2% |
| Q2 2019 | $6,263,000 | +7.4% | 185,630 | +3.4% | 0.95% | +0.3% |
| Q1 2019 | $5,830,000 | +48.7% | 179,555 | +33.2% | 0.95% | +29.2% |
| Q4 2018 | $3,921,000 | +3.5% | 134,838 | +12.6% | 0.73% | +18.6% |
| Q3 2018 | $3,789,000 | +45.0% | 119,759 | +38.7% | 0.62% | +36.1% |
| Q2 2018 | $2,614,000 | +12.4% | 86,314 | +10.9% | 0.45% | -23.1% |
| Q1 2018 | $2,326,000 | +12.0% | 77,833 | +15.7% | 0.59% | +21.6% |
| Q4 2017 | $2,077,000 | +440.9% | 67,296 | +421.0% | 0.48% | +400.0% |
| Q3 2017 | $384,000 | -12.1% | 12,916 | -13.5% | 0.10% | -16.4% |
| Q2 2017 | $437,000 | -22.0% | 14,930 | -22.6% | 0.12% | -27.0% |
| Q1 2017 | $560,000 | +1.6% | 19,293 | -1.8% | 0.16% | -30.6% |
| Q4 2016 | $551,000 | -42.6% | 19,643 | -44.8% | 0.23% | -48.4% |
| Q3 2016 | $960,000 | +879.6% | 35,555 | +92.4% | 0.44% | +130.1% |
| Q2 2016 | $98,000 | – | 18,476 | – | 0.19% | – |
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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% |