FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,246 | -16.7% | 15,439 | -10.7% | 0.04% | -15.1% |
| Q2 2023 | $692,862 | +1.4% | 17,282 | +1.6% | 0.05% | 0.0% |
| Q1 2023 | $683,145 | -20.8% | 17,011 | -21.3% | 0.05% | -24.3% |
| Q4 2022 | $862,821 | -7.6% | 21,619 | -17.1% | 0.07% | -21.3% |
| Q3 2022 | $934,000 | -14.5% | 26,092 | -7.3% | 0.09% | -3.3% |
| Q2 2022 | $1,093,000 | -10.8% | 28,151 | -2.9% | 0.09% | +2.2% |
| Q1 2022 | $1,226,000 | -61.2% | 28,977 | -60.5% | 0.09% | -49.7% |
| Q4 2021 | $3,159,000 | +0.4% | 73,391 | -8.6% | 0.18% | -6.8% |
| Q3 2021 | $3,147,000 | -23.4% | 80,273 | -22.3% | 0.19% | -25.3% |
| Q2 2021 | $4,107,000 | +2.1% | 103,274 | -2.5% | 0.26% | -8.9% |
| Q1 2021 | $4,022,000 | +10.4% | 105,901 | +1.9% | 0.28% | +2.9% |
| Q4 2020 | $3,644,000 | +15.1% | 103,919 | +3.2% | 0.27% | -0.7% |
| Q3 2020 | $3,167,000 | +18.1% | 100,663 | +14.0% | 0.28% | +6.2% |
| Q2 2020 | $2,682,000 | +8.1% | 88,274 | -1.4% | 0.26% | -5.1% |
| Q1 2020 | $2,482,000 | -9.5% | 89,486 | +17.5% | 0.27% | +0.7% |
| Q4 2019 | $2,744,000 | +78.0% | 76,154 | +72.8% | 0.27% | -29.2% |
| Q3 2019 | $1,542,000 | -29.2% | 44,071 | -31.8% | 0.38% | +74.5% |
| Q2 2019 | $2,179,000 | +14.5% | 64,579 | +10.2% | 0.22% | +12.2% |
| Q1 2019 | $1,903,000 | +16.5% | 58,617 | +4.3% | 0.20% | +0.5% |
| Q4 2018 | $1,634,000 | +56.7% | 56,209 | +70.4% | 0.20% | -33.4% |
| Q3 2018 | $1,043,000 | – | 32,979 | – | 0.29% | – |
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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% |