FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 253 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $373,000 | +4.5% | 9,403 | 0.0% | 0.05% | +2.0% |
Q1 2021 | $357,000 | +8.2% | 9,403 | 0.0% | 0.05% | +2.1% |
Q4 2020 | $330,000 | +14.6% | 9,403 | +2.9% | 0.05% | +6.7% |
Q3 2020 | $288,000 | +4.0% | 9,140 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $277,000 | +9.5% | 9,140 | 0.0% | 0.04% | -2.2% |
Q1 2020 | $253,000 | -23.1% | 9,140 | 0.0% | 0.05% | +2.2% |
Q4 2019 | $329,000 | +3.1% | 9,140 | 0.0% | 0.04% | -2.2% |
Q3 2019 | $319,000 | +3.6% | 9,140 | 0.0% | 0.05% | +4.5% |
Q2 2019 | $308,000 | +3.7% | 9,140 | 0.0% | 0.04% | +10.0% |
Q1 2019 | $297,000 | +9.2% | 9,140 | -2.1% | 0.04% | -2.4% |
Q4 2018 | $272,000 | -5.9% | 9,340 | +2.2% | 0.04% | +5.1% |
Q3 2018 | $289,000 | +4.3% | 9,140 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $277,000 | +1.5% | 9,140 | 0.0% | 0.04% | +2.6% |
Q1 2018 | $273,000 | -3.2% | 9,140 | 0.0% | 0.04% | +8.6% |
Q4 2017 | $282,000 | +3.7% | 9,140 | 0.0% | 0.04% | +6.1% |
Q3 2017 | $272,000 | – | 9,140 | – | 0.03% | – |
Download |
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% |