FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,316,115 | -8.2% | 971,279 | -1.5% | 1.82% | -7.0% |
| Q2 2023 | $39,547,207 | -1.8% | 986,461 | -1.6% | 1.96% | -10.8% |
| Q1 2023 | $40,273,117 | -3.7% | 1,002,817 | -4.3% | 2.20% | -13.9% |
| Q4 2022 | $41,836,805 | +6.8% | 1,048,279 | +3.9% | 2.55% | -3.4% |
| Q3 2022 | $39,160,000 | 0.0% | 1,009,007 | 0.0% | 2.64% | 0.0% |
| Q2 2022 | $39,160,000 | +2.4% | 1,009,007 | +13.6% | 2.64% | +16.1% |
| Q4 2021 | $38,239,000 | +1.1% | 888,460 | -7.9% | 2.28% | +88.5% |
| Q3 2021 | $37,821,000 | +2.9% | 964,815 | +4.4% | 1.21% | +3.0% |
| Q2 2021 | $36,765,000 | +20.1% | 924,431 | +14.7% | 1.17% | +6.4% |
| Q1 2021 | $30,620,000 | – | 806,209 | – | 1.10% | – |
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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% |