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 2021 | $3,539,000 | -12.8% | 90,279 | -11.5% | 0.24% | -13.2% |
| Q2 2021 | $4,057,000 | -5.1% | 102,008 | -9.3% | 0.27% | -12.5% |
| Q1 2021 | $4,274,000 | +1.4% | 112,521 | -6.3% | 0.31% | -3.4% |
| Q4 2020 | $4,213,000 | +3.7% | 120,143 | +0.7% | 0.32% | -9.0% |
| Q3 2020 | $4,064,000 | +6.1% | 119,256 | -5.6% | 0.36% | -3.8% |
| Q2 2020 | $3,831,000 | +9.2% | 126,365 | -0.3% | 0.37% | -8.4% |
| Q1 2020 | $3,508,000 | -29.5% | 126,742 | -8.2% | 0.40% | -13.3% |
| Q4 2019 | $4,974,000 | +7.5% | 138,057 | +4.1% | 0.46% | -5.9% |
| Q3 2019 | $4,626,000 | +9.5% | 132,658 | +6.0% | 0.49% | +12.3% |
| Q2 2019 | $4,223,000 | +14.9% | 125,177 | +10.6% | 0.44% | +9.7% |
| Q1 2019 | $3,676,000 | +31.5% | 113,211 | +17.8% | 0.40% | +15.6% |
| Q4 2018 | $2,795,000 | – | 96,117 | – | 0.35% | – |
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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% |