FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $82 | -6.8% | 2,187 | 0.0% | 0.01% | -6.7% |
Q2 2023 | $88 | -1.1% | 2,187 | 0.0% | 0.02% | -6.2% |
Q1 2023 | $89 | 0.0% | 2,187 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $89 | -99.9% | 2,187 | 0.0% | 0.02% | -5.9% |
Q3 2022 | $81,000 | -5.8% | 2,187 | 0.0% | 0.02% | -5.6% |
Q2 2022 | $86,000 | -7.5% | 2,187 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $93,000 | -1.1% | 2,187 | 0.0% | 0.02% | +5.9% |
Q4 2021 | $94,000 | +9.3% | 2,187 | 0.0% | 0.02% | +6.2% |
Q3 2021 | $86,000 | -1.1% | 2,187 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $87,000 | +4.8% | 2,187 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $83,000 | +7.8% | 2,187 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $77,000 | +11.6% | 2,187 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $69,000 | +4.5% | 2,187 | 0.0% | 0.02% | +6.7% |
Q2 2020 | $66,000 | +8.2% | 2,187 | 0.0% | 0.02% | -11.8% |
Q1 2020 | $61,000 | -22.8% | 2,187 | 0.0% | 0.02% | -15.0% |
Q4 2019 | $79,000 | +3.9% | 2,187 | 0.0% | 0.02% | -4.8% |
Q3 2019 | $76,000 | +2.7% | 2,187 | 0.0% | 0.02% | +5.0% |
Q2 2019 | $74,000 | +4.2% | 2,187 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $71,000 | +10.9% | 2,187 | 0.0% | 0.02% | -4.8% |
Q4 2018 | $64,000 | -7.2% | 2,187 | 0.0% | 0.02% | -12.5% |
Q3 2018 | $69,000 | +4.5% | 2,187 | 0.0% | 0.02% | -4.0% |
Q2 2018 | $66,000 | +1.5% | 2,187 | 0.0% | 0.02% | +4.2% |
Q1 2018 | $65,000 | -3.0% | 2,187 | 0.0% | 0.02% | +4.3% |
Q4 2017 | $67,000 | +3.1% | 2,187 | 0.0% | 0.02% | +4.5% |
Q3 2017 | $65,000 | +1.6% | 2,187 | 0.0% | 0.02% | -4.3% |
Q2 2017 | $64,000 | +1.6% | 2,187 | 0.0% | 0.02% | -4.2% |
Q1 2017 | $63,000 | +3.3% | 2,187 | 0.0% | 0.02% | -14.3% |
Q4 2016 | $61,000 | +3.4% | 2,187 | 0.0% | 0.03% | -6.7% |
Q3 2016 | $59,000 | 0.0% | 2,187 | 0.0% | 0.03% | -3.2% |
Q2 2016 | $59,000 | +5.4% | 2,187 | 0.0% | 0.03% | +3.3% |
Q1 2016 | $56,000 | +7.7% | 2,187 | 0.0% | 0.03% | -3.2% |
Q4 2015 | $52,000 | +4.0% | 2,187 | 0.0% | 0.03% | +3.3% |
Q3 2015 | $50,000 | -2.0% | 2,187 | 0.0% | 0.03% | +3.4% |
Q2 2015 | $51,000 | -3.8% | 2,187 | 0.0% | 0.03% | -6.5% |
Q1 2015 | $53,000 | +12.8% | 2,187 | 0.0% | 0.03% | -11.4% |
Q4 2014 | $47,000 | – | 2,187 | – | 0.04% | – |
Download |
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% |