FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $9,163,000,000 | +39.8% | 356,072 | +29.7% | 0.04% | +33.3% |
| Q4 2015 | $6,554,000,000 | +261328.0% | 274,458 | +149.5% | 0.03% | +145.5% |
| Q3 2015 | $2,507,000 | -100.0% | 110,023 | -55.4% | 0.01% | -52.2% |
| Q2 2015 | $5,765,662,000 | +22.1% | 246,607 | +25.8% | 0.02% | +21.1% |
| Q1 2015 | $4,723,455,000 | -40.8% | 196,075 | -40.6% | 0.02% | -44.1% |
| Q4 2014 | $7,975,710,000 | +190.8% | 330,145 | +170.4% | 0.03% | +183.3% |
| Q3 2014 | $2,742,497,000 | +83.1% | 122,106 | +86.5% | 0.01% | +71.4% |
| Q2 2014 | $1,498,025,000 | +4.9% | 65,473 | +0.3% | 0.01% | 0.0% |
| Q1 2014 | $1,428,523,000 | +240.7% | 65,259 | +233.1% | 0.01% | +250.0% |
| Q4 2013 | $419,293,000 | +24.9% | 19,593 | +17.0% | 0.00% | 0.0% |
| Q3 2013 | $335,832,000 | +40.0% | 16,741 | +35.9% | 0.00% | +100.0% |
| Q2 2013 | $239,880,000 | – | 12,320 | – | 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% |