FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,090 | -17.0% | 29,156 | -11.0% | 0.83% | -12.7% |
| Q2 2023 | $1,313 | -9.7% | 32,757 | -9.5% | 0.96% | -11.7% |
| Q1 2023 | $1,454 | -9.3% | 36,205 | -9.9% | 1.08% | -11.7% |
| Q4 2022 | $1,603 | -99.9% | 40,165 | -5.2% | 1.22% | -0.1% |
| Q3 2022 | $1,516,000 | -8.8% | 42,372 | -1.1% | 1.22% | -3.8% |
| Q2 2022 | $1,662,000 | -8.0% | 42,822 | +0.3% | 1.27% | +0.5% |
| Q1 2022 | $1,806,000 | -0.8% | 42,686 | +0.9% | 1.27% | +4.6% |
| Q4 2021 | $1,821,000 | +7.8% | 42,300 | -1.9% | 1.21% | -1.5% |
| Q3 2021 | $1,690,000 | -5.5% | 43,108 | -4.1% | 1.23% | -5.8% |
| Q2 2021 | $1,788,000 | -2.3% | 44,956 | -6.7% | 1.31% | -9.3% |
| Q1 2021 | $1,830,000 | +3.9% | 48,173 | -4.1% | 1.44% | +0.9% |
| Q4 2020 | $1,761,000 | +11.8% | 50,225 | +0.4% | 1.43% | +2.9% |
| Q3 2020 | $1,575,000 | -0.3% | 50,048 | -3.9% | 1.39% | -6.0% |
| Q2 2020 | $1,580,000 | -17.7% | 52,101 | -2.2% | 1.48% | -16.9% |
| Q4 2019 | $1,919,000 | -0.3% | 53,262 | -3.5% | 1.78% | -3.8% |
| Q3 2019 | $1,924,000 | +4.1% | 55,176 | +0.7% | 1.85% | -1.6% |
| Q2 2019 | $1,848,000 | +1.3% | 54,771 | -2.5% | 1.88% | -13.5% |
| Q1 2019 | $1,825,000 | +12.6% | 56,193 | +0.8% | 2.17% | +8.2% |
| Q4 2018 | $1,621,000 | -9.3% | 55,745 | -1.3% | 2.00% | +20.7% |
| Q3 2018 | $1,787,000 | +2.9% | 56,471 | -1.5% | 1.66% | -1.0% |
| Q2 2018 | $1,736,000 | -0.6% | 57,317 | -1.9% | 1.68% | -2.0% |
| Q1 2018 | $1,746,000 | – | 58,413 | – | 1.71% | – |
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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% |