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 | $3,418,493 | -8.3% | 91,428 | -1.7% | 0.44% | -4.5% |
| Q2 2023 | $3,728,891 | -1.2% | 93,013 | -1.0% | 0.46% | -6.8% |
| Q1 2023 | $3,773,313 | -0.5% | 93,957 | -1.1% | 0.50% | -6.4% |
| Q4 2022 | $3,791,530 | +9.7% | 95,002 | -1.6% | 0.53% | -5.0% |
| Q3 2022 | $3,457,000 | -9.3% | 96,587 | -1.6% | 0.56% | -5.6% |
| Q2 2022 | $3,811,000 | -8.8% | 98,197 | -0.6% | 0.59% | +1.5% |
| Q1 2022 | $4,180,000 | +0.8% | 98,817 | +2.6% | 0.58% | -0.3% |
| Q4 2021 | $4,145,000 | +8.5% | 96,317 | -1.2% | 0.59% | -1.3% |
| Q3 2021 | $3,821,000 | -4.2% | 97,485 | -2.8% | 0.60% | -5.0% |
| Q2 2021 | $3,988,000 | +6.5% | 100,265 | +1.7% | 0.63% | +2.8% |
| Q1 2021 | $3,744,000 | +7.2% | 98,585 | -1.0% | 0.61% | -2.4% |
| Q4 2020 | $3,492,000 | +8.6% | 99,560 | -2.6% | 0.62% | +3.0% |
| Q3 2020 | $3,215,000 | -6.6% | 102,180 | -10.0% | 0.61% | -13.3% |
| Q2 2020 | $3,441,000 | – | 113,478 | – | 0.70% | – |
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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% |