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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $623 | -32.6% | 15,550 | -32.5% | 0.06% | -25.7% |
| Q1 2023 | $925 | +47.8% | 23,023 | +46.9% | 0.07% | +25.4% |
| Q4 2022 | $626 | -99.9% | 15,673 | -2.7% | 0.06% | +5.4% |
| Q3 2022 | $577,000 | -7.8% | 16,116 | -0.2% | 0.06% | -9.7% |
| Q2 2022 | $626,000 | -17.5% | 16,142 | -10.1% | 0.06% | +3.3% |
| Q1 2022 | $759,000 | +17.9% | 17,948 | +19.9% | 0.06% | +22.4% |
| Q4 2021 | $644,000 | +8.2% | 14,972 | -1.4% | 0.05% | -2.0% |
| Q3 2021 | $595,000 | -37.8% | 15,183 | -36.9% | 0.05% | -38.3% |
| Q2 2021 | $957,000 | -71.8% | 24,054 | -73.1% | 0.08% | -75.7% |
| Q1 2021 | $3,391,000 | +252.5% | 89,289 | +225.6% | 0.33% | +230.7% |
| Q4 2020 | $962,000 | +153.2% | 27,425 | +127.1% | 0.10% | +90.6% |
| Q3 2020 | $380,000 | +68.9% | 12,078 | +62.4% | 0.05% | +60.6% |
| Q2 2020 | $225,000 | -80.6% | 7,437 | -82.2% | 0.03% | -85.8% |
| Q1 2020 | $1,160,000 | -43.9% | 41,897 | -27.0% | 0.23% | -20.0% |
| Q4 2019 | $2,069,000 | -70.2% | 57,428 | -71.1% | 0.29% | -73.3% |
| Q3 2019 | $6,934,000 | +7.5% | 198,863 | +4.0% | 1.08% | +6.8% |
| Q2 2019 | $6,451,000 | -96.5% | 191,191 | +3055.5% | 1.02% | -7.4% |
| Q1 2019 | $186,594,000 | +388637.5% | 6,059 | +338.4% | 1.10% | +218.0% |
| Q4 2018 | $48,000 | -97.4% | 1,382 | +2282.8% | 0.34% | +4.5% |
| Q3 2018 | $1,827,000 | -3.5% | 58 | -99.9% | 0.33% | +26.4% |
| Q2 2018 | $1,893,000 | -50.9% | 62,525 | -51.6% | 0.26% | -71.2% |
| Q1 2018 | $3,859,000 | -44.3% | 129,093 | -42.5% | 0.90% | -49.6% |
| Q4 2017 | $6,928,000 | – | 224,510 | – | 1.80% | – |
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% |