FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,909,054 | -8.7% | 77,803 | -2.2% | 0.06% | -1.8% |
| Q2 2023 | $3,187,997 | -2.9% | 79,521 | -2.7% | 0.06% | -9.5% |
| Q1 2023 | $3,282,478 | +0.3% | 81,735 | -0.3% | 0.06% | -6.0% |
| Q4 2022 | $3,272,620 | +18.3% | 82,000 | +6.1% | 0.07% | +13.6% |
| Q3 2022 | $2,766,000 | +42.1% | 77,292 | +54.1% | 0.06% | +51.3% |
| Q2 2022 | $1,946,000 | -6.7% | 50,150 | +1.8% | 0.04% | +14.7% |
| Q1 2022 | $2,085,000 | +6.1% | 49,285 | +7.9% | 0.03% | +13.3% |
| Q4 2021 | $1,966,000 | +17.2% | 45,690 | +6.7% | 0.03% | +15.4% |
| Q3 2021 | $1,678,000 | +1.0% | 42,806 | +2.4% | 0.03% | +4.0% |
| Q2 2021 | $1,662,000 | +15.1% | 41,802 | +10.0% | 0.02% | +4.2% |
| Q1 2021 | $1,444,000 | +15.6% | 38,012 | +6.8% | 0.02% | +9.1% |
| Q4 2020 | $1,249,000 | +13.8% | 35,604 | +2.0% | 0.02% | 0.0% |
| Q3 2020 | $1,098,000 | -3.2% | 34,904 | -6.7% | 0.02% | -8.3% |
| Q2 2020 | $1,134,000 | +9.6% | 37,404 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $1,035,000 | -16.9% | 37,404 | +8.2% | 0.03% | +7.7% |
| Q4 2019 | $1,246,000 | +7.8% | 34,585 | +4.4% | 0.03% | +4.0% |
| Q3 2019 | $1,156,000 | +12.9% | 33,143 | +9.2% | 0.02% | +8.7% |
| Q2 2019 | $1,024,000 | +44.0% | 30,360 | +38.7% | 0.02% | +35.3% |
| Q1 2019 | $711,000 | -19.1% | 21,885 | -27.6% | 0.02% | -32.0% |
| Q4 2018 | $879,000 | +29.8% | 30,222 | +41.2% | 0.02% | +47.1% |
| Q3 2018 | $677,000 | +6.3% | 21,402 | +1.8% | 0.02% | -10.5% |
| Q2 2018 | $637,000 | +3.1% | 21,033 | +1.7% | 0.02% | -17.4% |
| Q1 2018 | $618,000 | +1.8% | 20,675 | +5.2% | 0.02% | 0.0% |
| Q4 2017 | $607,000 | +17.4% | 19,657 | +13.0% | 0.02% | +21.1% |
| Q3 2017 | $517,000 | +1.6% | 17,393 | 0.0% | 0.02% | +11.8% |
| Q2 2017 | $509,000 | +18.4% | 17,393 | +17.3% | 0.02% | +6.2% |
| Q1 2017 | $430,000 | – | 14,828 | – | 0.02% | – |
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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% |