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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,768,562 | -73.2% | 181,026 | -71.3% | 0.00% | -80.0% |
| Q2 2023 | $25,285,685 | +517.4% | 630,723 | +518.5% | 0.01% | +400.0% |
| Q1 2023 | $4,095,436 | -5.6% | 101,978 | -6.2% | 0.00% | 0.0% |
| Q4 2022 | $4,337,938 | +16.7% | 108,693 | +4.6% | 0.00% | 0.0% |
| Q3 2022 | $3,718,000 | -9.6% | 103,897 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $4,115,000 | -31.5% | 106,042 | -25.3% | 0.00% | 0.0% |
| Q1 2022 | $6,006,000 | -1.4% | 141,985 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $6,090,000 | +69.9% | 141,499 | +54.8% | 0.00% | 0.0% |
| Q3 2021 | $3,584,000 | +5.4% | 91,421 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $3,400,000 | +27.3% | 85,502 | +21.6% | 0.00% | 0.0% |
| Q1 2021 | $2,671,000 | -25.4% | 70,335 | -31.1% | 0.00% | 0.0% |
| Q4 2020 | $3,581,000 | +127.7% | 102,111 | +104.2% | 0.00% | – |
| Q3 2020 | $1,573,000 | +3.8% | 50,000 | 0.0% | 0.00% | – |
| Q2 2020 | $1,516,000 | +9.2% | 50,000 | -0.3% | 0.00% | – |
| Q1 2020 | $1,388,000 | -89.0% | 50,137 | -85.7% | 0.00% | -100.0% |
| Q4 2019 | $12,610,000 | +80.8% | 350,000 | +75.0% | 0.00% | +50.0% |
| Q3 2019 | $6,974,000 | +37.8% | 200,000 | +33.3% | 0.00% | +100.0% |
| Q2 2019 | $5,061,000 | +40.9% | 150,000 | +35.6% | 0.00% | 0.0% |
| Q1 2019 | $3,593,000 | -17.7% | 110,657 | -26.3% | 0.00% | 0.0% |
| Q4 2018 | $4,364,000 | +340.8% | 150,075 | +325.0% | 0.00% | – |
| Q4 2016 | $990,000 | -7.1% | 35,309 | -10.5% | 0.00% | – |
| Q3 2016 | $1,066,000 | +213.5% | 39,463 | +213.0% | 0.00% | – |
| Q2 2016 | $340,000 | +4.3% | 12,610 | -0.4% | 0.00% | – |
| Q1 2016 | $326,000 | -38.8% | 12,660 | -45.9% | 0.00% | – |
| Q3 2015 | $533,000 | -2.7% | 23,409 | -0.1% | 0.00% | – |
| Q2 2015 | $548,000 | -41.3% | 23,431 | -39.6% | 0.00% | – |
| Q1 2015 | $934,000 | -66.8% | 38,762 | -66.7% | 0.00% | -100.0% |
| Q4 2014 | $2,810,000 | +665.7% | 116,316 | +611.9% | 0.00% | – |
| Q3 2014 | $367,000 | 0.0% | 16,339 | +1.8% | 0.00% | – |
| Q2 2014 | $367,000 | -23.1% | 16,053 | -26.4% | 0.00% | – |
| Q1 2014 | $477,000 | -61.6% | 21,811 | -62.4% | 0.00% | – |
| Q4 2013 | $1,241,000 | +5.3% | 57,991 | -1.3% | 0.00% | – |
| Q3 2013 | $1,179,000 | +514.1% | 58,754 | +430.9% | 0.00% | – |
| Q3 2012 | $192,000 | -2.0% | 11,067 | -4.6% | 0.00% | – |
| Q1 2012 | $196,000 | – | 11,595 | – | 0.00% | – |
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% |