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 2020 | $434,000 | +11.6% | 12,357 | 0.0% | 0.00% | – |
| Q3 2020 | $389,000 | +3.7% | 12,357 | 0.0% | 0.00% | – |
| Q2 2020 | $375,000 | +3.9% | 12,357 | -5.3% | 0.00% | – |
| Q1 2020 | $361,000 | -85.5% | 13,055 | -84.1% | 0.00% | -100.0% |
| Q2 2018 | $2,483,000 | +125.5% | 81,995 | +122.7% | 0.00% | +100.0% |
| Q1 2018 | $1,101,000 | +297.5% | 36,820 | +288.1% | 0.00% | – |
| Q2 2017 | $277,000 | -52.2% | 9,487 | -60.9% | 0.00% | -100.0% |
| Q4 2015 | $579,000 | -89.8% | 24,246 | -90.3% | 0.00% | -85.7% |
| Q3 2015 | $5,680,000 | +84.7% | 249,216 | +89.4% | 0.01% | +133.3% |
| Q2 2015 | $3,076,000 | +143.0% | 131,555 | +150.4% | 0.00% | +200.0% |
| Q1 2015 | $1,266,000 | +9.7% | 52,536 | +10.0% | 0.00% | 0.0% |
| Q4 2014 | $1,154,000 | +3.8% | 47,750 | -3.6% | 0.00% | 0.0% |
| Q3 2014 | $1,112,000 | +2.6% | 49,527 | +4.6% | 0.00% | 0.0% |
| Q2 2014 | $1,084,000 | -29.8% | 47,362 | -32.9% | 0.00% | -50.0% |
| Q1 2014 | $1,544,000 | +80.4% | 70,552 | +76.4% | 0.00% | +100.0% |
| Q4 2013 | $856,000 | +6.7% | 39,992 | -0.0% | 0.00% | 0.0% |
| Q3 2013 | $802,000 | -19.5% | 39,999 | -21.8% | 0.00% | 0.0% |
| Q2 2013 | $996,000 | -19.9% | 51,177 | -20.3% | 0.00% | 0.0% |
| Q1 2013 | $1,243,000 | – | 64,221 | – | 0.00% | – |
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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% |