CREATIVE FINANCIAL DESIGNS INC /ADV - FIRST TR VALUE LINE DIVID IN ownership

FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$2,684,863
-10.6%
71,807
-4.1%
0.31%
-11.3%
Q2 2023$3,003,061
-2.0%
74,908
-1.8%
0.35%
-12.0%
Q1 2023$3,063,918
+36.0%
76,293
+35.1%
0.40%
+20.4%
Q4 2022$2,253,036
-8.3%
56,453
-17.8%
0.33%
-17.0%
Q3 2022$2,458,000
-7.3%
68,689
+0.5%
0.40%
-7.8%
Q2 2022$2,651,000
+0.8%
68,319
+9.8%
0.44%
+8.8%
Q1 2022$2,631,000
-3.2%
62,203
-1.5%
0.40%
-2.4%
Q4 2021$2,718,000
+10.4%
63,149
+0.5%
0.41%
+0.7%
Q3 2021$2,463,000
+7.2%
62,838
+8.7%
0.41%
+2.0%
Q2 2021$2,298,000
+6.9%
57,793
+2.1%
0.40%
-5.0%
Q1 2021$2,150,000
+13.4%
56,610
+4.7%
0.42%
+3.7%
Q4 2020$1,896,000
+6.5%
54,051
-4.5%
0.40%
-7.7%
Q3 2020$1,780,000
+7.7%
56,590
+3.9%
0.44%
-12.2%
Q2 2020$1,652,000
+33.4%
54,473
+21.8%
0.50%
-21.5%
Q1 2020$1,238,000
-18.9%
44,709
+5.4%
0.64%
-6.6%
Q4 2019$1,526,000
+121.8%
42,427
+109.0%
0.68%
+84.3%
Q3 2019$688,000
+192.8%
20,301
+194.4%
0.37%
+191.3%
Q2 2019$235,000
+1.3%
6,895
-3.6%
0.13%
-8.6%
Q1 2019$232,000
+6.4%
7,153
-4.8%
0.14%
-12.0%
Q4 2018$218,000
-9.2%
7,510
-0.8%
0.16%
+14.5%
Q3 2018$240,000
-0.8%
7,573
-5.2%
0.14%
-2.8%
Q2 2018$242,000
-8.3%
7,989
-9.5%
0.14%
-16.0%
Q1 2018$264,000
+7.3%
8,830
+10.8%
0.17%
+1.2%
Q4 2017$246,000
-44.7%
7,967
-46.7%
0.17%
-34.5%
Q3 2017$445,000
-3.1%
14,949
-5.0%
0.26%
-13.3%
Q2 2017$459,000
-35.3%
15,729
-36.2%
0.29%
-42.4%
Q1 2017$709,000
-81.6%
24,638
-82.1%
0.51%
-83.8%
Q4 2016$3,850,000137,3223.14%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2021
NameSharesValueWeighting ↓
UNIONVIEW, LLC 363,669$13,597,59912.85%
Next Level Private LLC 430,436$15,844,34810.51%
BELLEVUE ASSET MANAGEMENT, LLC 342,835$12,818,6008.61%
Spectrum Wealth Advisory Group, LLC 134,842$5,041,7486.98%
Kraft, Davis & Associates, LLC 504,187$18,453,2056.94%
New England Private Wealth Advisors LLC 877,596$32,842,3986.85%
Petix & Botte Co 562,842$21,044,5566.64%
BARNES PETTEY FINANCIAL ADVISORS, LLC 189,384$7,081,0686.50%
ICA Group Wealth Management, LLC 583,668$21,816,0266.13%
Mainsail Financial Group, LLC 182,464$6,721,1386.10%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders