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 | $18,093,375 | -9.0% | 483,909 | -2.5% | 0.02% | -11.8% |
| Q2 2023 | $19,893,385 | +2.1% | 496,218 | +2.2% | 0.02% | 0.0% |
| Q1 2023 | $19,490,654 | +3.5% | 485,325 | +2.8% | 0.02% | -5.6% |
| Q4 2022 | $18,833,518 | +14.1% | 471,900 | +2.3% | 0.02% | +5.9% |
| Q3 2022 | $16,508,000 | -3.3% | 461,257 | +4.9% | 0.02% | 0.0% |
| Q2 2022 | $17,066,000 | -8.4% | 439,737 | -0.2% | 0.02% | +6.2% |
| Q1 2022 | $18,632,000 | +2.3% | 440,448 | +4.1% | 0.02% | +6.7% |
| Q4 2021 | $18,211,000 | +14.0% | 423,113 | +3.8% | 0.02% | 0.0% |
| Q3 2021 | $15,977,000 | +2.6% | 407,584 | +4.1% | 0.02% | +7.1% |
| Q2 2021 | $15,565,000 | +8.3% | 391,380 | +3.4% | 0.01% | 0.0% |
| Q1 2021 | $14,377,000 | +10.9% | 378,554 | +2.4% | 0.01% | +7.7% |
| Q4 2020 | $12,961,000 | +25.1% | 369,555 | +12.2% | 0.01% | 0.0% |
| Q3 2020 | $10,358,000 | +21.5% | 329,241 | +17.1% | 0.01% | +18.2% |
| Q2 2020 | $8,526,000 | +27.1% | 281,201 | +16.1% | 0.01% | +37.5% |
| Q1 2020 | $6,707,000 | +12.9% | 242,308 | +47.0% | 0.01% | +33.3% |
| Q4 2019 | $5,939,000 | +20.6% | 164,838 | +16.7% | 0.01% | +20.0% |
| Q3 2019 | $4,926,000 | +5.7% | 141,270 | +2.3% | 0.01% | 0.0% |
| Q2 2019 | $4,659,000 | -3.4% | 138,082 | -7.1% | 0.01% | 0.0% |
| Q1 2019 | $4,825,000 | +17.3% | 148,583 | +5.0% | 0.01% | 0.0% |
| Q4 2018 | $4,115,000 | -6.3% | 141,520 | +2.0% | 0.01% | +25.0% |
| Q3 2018 | $4,390,000 | -2.6% | 138,736 | -6.8% | 0.00% | 0.0% |
| Q2 2018 | $4,507,000 | +10.9% | 148,836 | +9.5% | 0.00% | 0.0% |
| Q1 2018 | $4,063,000 | +1.4% | 135,925 | +4.7% | 0.00% | 0.0% |
| Q4 2017 | $4,007,000 | +6.2% | 129,845 | +2.3% | 0.00% | 0.0% |
| Q3 2017 | $3,774,000 | +11.2% | 126,874 | +9.3% | 0.00% | 0.0% |
| Q2 2017 | $3,395,000 | +16.6% | 116,070 | +15.6% | 0.00% | +33.3% |
| Q1 2017 | $2,912,000 | +2.0% | 100,390 | -1.4% | 0.00% | 0.0% |
| Q4 2016 | $2,854,000 | +16.3% | 101,820 | +12.1% | 0.00% | 0.0% |
| Q3 2016 | $2,453,000 | +20.7% | 90,844 | +20.5% | 0.00% | +50.0% |
| Q2 2016 | $2,032,000 | +29.1% | 75,373 | +23.2% | 0.00% | 0.0% |
| Q1 2016 | $1,574,000 | +39.4% | 61,192 | +29.4% | 0.00% | +100.0% |
| Q4 2015 | $1,129,000 | -0.2% | 47,280 | -4.7% | 0.00% | 0.0% |
| Q3 2015 | $1,131,000 | -5.6% | 49,595 | -3.2% | 0.00% | 0.0% |
| Q2 2015 | $1,198,000 | -5.4% | 51,211 | -2.6% | 0.00% | 0.0% |
| Q1 2015 | $1,266,000 | +25220.0% | 52,566 | +26183.0% | 0.00% | – |
| Q4 2014 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | -81.0% | 200 | -77.8% | 0.00% | – |
| Q2 2014 | $21,000 | +133.3% | 900 | +125.0% | 0.00% | – |
| Q1 2014 | $9,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2013 | $9,000 | +12.5% | 400 | 0.0% | 0.00% | – |
| Q3 2013 | $8,000 | -50.0% | 400 | -50.0% | 0.00% | – |
| Q2 2013 | $16,000 | – | 800 | – | 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% |