FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,801 | -66.5% | 904 | -64.1% | 0.00% | -100.0% |
| Q2 2023 | $100,827 | -57.9% | 2,515 | -57.8% | 0.00% | -50.0% |
| Q1 2023 | $239,555 | +10.7% | 5,965 | +10.0% | 0.00% | 0.0% |
| Q4 2022 | $216,432 | +11.6% | 5,423 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $194,000 | -7.6% | 5,423 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $210,000 | -54.0% | 5,423 | -49.8% | 0.00% | -50.0% |
| Q1 2022 | $457,000 | +91.2% | 10,803 | +94.8% | 0.00% | +100.0% |
| Q4 2021 | $239,000 | +12.2% | 5,546 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $213,000 | -17.1% | 5,423 | -15.9% | 0.00% | -33.3% |
| Q2 2021 | $257,000 | +24.8% | 6,452 | +19.0% | 0.00% | +50.0% |
| Q1 2021 | $206,000 | -24.5% | 5,423 | -30.4% | 0.00% | -50.0% |
| Q4 2020 | $273,000 | -11.9% | 7,791 | -20.8% | 0.00% | -20.0% |
| Q3 2020 | $310,000 | -9.9% | 9,839 | -13.3% | 0.01% | 0.0% |
| Q2 2020 | $344,000 | +304.7% | 11,354 | +269.2% | 0.01% | +150.0% |
| Q1 2020 | $85,000 | -23.4% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $111,000 | +3.7% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $107,000 | +2.9% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $104,000 | +4.0% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $100,000 | +12.4% | 3,075 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $89,000 | -18.3% | 3,075 | -11.0% | 0.00% | 0.0% |
| Q3 2018 | $109,000 | +3.8% | 3,455 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $105,000 | +250.0% | 3,455 | +245.5% | 0.00% | +100.0% |
| Q3 2017 | $30,000 | -42.3% | 1,000 | -44.1% | 0.00% | 0.0% |
| Q2 2017 | $52,000 | – | 1,790 | – | 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% |