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 | $9,522,972 | -5.2% | 254,693 | +1.6% | 0.19% | -3.5% |
| Q2 2023 | $10,046,683 | -5.1% | 250,603 | -4.9% | 0.20% | -10.4% |
| Q1 2023 | $10,586,011 | +2.3% | 263,596 | +1.6% | 0.22% | -5.1% |
| Q4 2022 | $10,349,726 | +14.7% | 259,327 | +2.8% | 0.23% | +4.9% |
| Q3 2022 | $9,024,000 | -5.1% | 252,159 | +3.0% | 0.22% | 0.0% |
| Q2 2022 | $9,506,000 | -4.2% | 244,929 | +4.5% | 0.22% | +8.8% |
| Q1 2022 | $9,918,000 | -0.5% | 234,468 | +1.3% | 0.20% | +2.0% |
| Q4 2021 | $9,965,000 | +10.7% | 231,528 | +0.8% | 0.20% | +1.5% |
| Q3 2021 | $9,003,000 | -67.3% | 229,657 | -66.8% | 0.20% | -66.4% |
| Q2 2021 | $27,499,000 | +16.6% | 691,448 | +11.4% | 0.59% | +1.4% |
| Q1 2021 | $23,574,000 | +37.9% | 620,685 | +27.4% | 0.58% | +28.8% |
| Q4 2020 | $17,092,000 | +17.3% | 487,349 | +5.3% | 0.45% | +4.4% |
| Q3 2020 | $14,566,000 | +19.6% | 462,993 | +15.3% | 0.43% | +11.3% |
| Q2 2020 | $12,180,000 | +41.5% | 401,713 | +29.2% | 0.39% | +20.4% |
| Q1 2020 | $8,608,000 | +26.3% | 310,970 | +64.4% | 0.32% | +46.8% |
| Q4 2019 | $6,815,000 | +275.5% | 189,158 | +263.4% | 0.22% | +228.4% |
| Q3 2019 | $1,815,000 | +21.7% | 52,053 | +17.8% | 0.07% | +15.5% |
| Q2 2019 | $1,491,000 | +13.4% | 44,183 | +9.1% | 0.06% | +5.5% |
| Q1 2019 | $1,315,000 | +92.3% | 40,480 | +72.0% | 0.06% | +77.4% |
| Q4 2018 | $684,000 | -16.4% | 23,530 | -9.0% | 0.03% | +10.7% |
| Q3 2018 | $818,000 | +5.5% | 25,861 | +1.1% | 0.03% | 0.0% |
| Q2 2018 | $775,000 | +1.4% | 25,586 | +0.0% | 0.03% | 0.0% |
| Q1 2018 | $764,000 | -14.7% | 25,582 | -11.9% | 0.03% | +3.7% |
| Q4 2017 | $896,000 | +116.9% | 29,039 | +109.1% | 0.03% | +58.8% |
| Q3 2017 | $413,000 | +28.7% | 13,886 | +26.8% | 0.02% | +13.3% |
| Q2 2017 | $321,000 | -96.7% | 10,952 | -96.8% | 0.02% | -97.0% |
| Q1 2017 | $9,870,000 | +2560.4% | 340,237 | +2472.7% | 0.51% | +2440.0% |
| Q4 2016 | $371,000 | +65.6% | 13,225 | +59.9% | 0.02% | +53.8% |
| Q3 2016 | $224,000 | – | 8,272 | – | 0.01% | – |
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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% |