FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,016 | +31.5% | 7,034 | +48.5% | 0.04% | +19.4% |
| Q1 2022 | $200,000 | -2.0% | 4,736 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $204,000 | -98.8% | 4,736 | -99.2% | 0.04% | -99.4% |
| Q1 2020 | $16,450,000 | -23.2% | 569,977 | -2.5% | 6.36% | -11.3% |
| Q4 2019 | $21,421,000 | +14.1% | 584,461 | +10.0% | 7.18% | +1.3% |
| Q3 2019 | $18,767,000 | +8.5% | 531,496 | +4.7% | 7.08% | -0.1% |
| Q2 2019 | $17,296,000 | +8.4% | 507,672 | +3.3% | 7.09% | +1.2% |
| Q1 2019 | $15,959,000 | +25.8% | 491,509 | +12.7% | 7.01% | -0.2% |
| Q4 2018 | $12,684,000 | – | 436,172 | – | 7.02% | – |
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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% |