FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,049,464 | +12.2% | 51,352 | +0.6% | 0.79% | -24.2% |
| Q3 2022 | $1,827,000 | -8.0% | 51,048 | -0.3% | 1.05% | -5.3% |
| Q2 2022 | $1,986,000 | -64.6% | 51,196 | -61.4% | 1.10% | -33.8% |
| Q1 2022 | $5,613,000 | -3.3% | 132,697 | -1.6% | 1.67% | +7.6% |
| Q4 2021 | $5,805,000 | +11.8% | 134,874 | +1.8% | 1.55% | +36.4% |
| Q3 2021 | $5,192,000 | +3.0% | 132,466 | +5.1% | 1.14% | +18.6% |
| Q2 2021 | $5,042,000 | +8.2% | 126,075 | +2.8% | 0.96% | +5.6% |
| Q1 2021 | $4,660,000 | +10.3% | 122,696 | +1.9% | 0.91% | +20.3% |
| Q4 2020 | $4,224,000 | +13.4% | 120,444 | +1.7% | 0.75% | -1.4% |
| Q3 2020 | $3,726,000 | +0.6% | 118,420 | -3.0% | 0.76% | -5.2% |
| Q2 2020 | $3,702,000 | +16.8% | 122,089 | +6.6% | 0.81% | +2.8% |
| Q1 2020 | $3,170,000 | -24.7% | 114,508 | -2.0% | 0.78% | -7.2% |
| Q4 2019 | $4,210,000 | +20.7% | 116,836 | +16.8% | 0.85% | +9.2% |
| Q3 2019 | $3,489,000 | +1329.9% | 100,066 | +1126.0% | 0.78% | +991.5% |
| Q1 2018 | $244,000 | -35.3% | 8,162 | -31.8% | 0.07% | -25.3% |
| Q4 2017 | $377,000 | – | 11,966 | – | 0.10% | – |
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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% |