FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $441,760 | -99.1% | 11,000 | -99.1% | 0.01% | -99.2% |
| Q4 2022 | $50,933,142 | +64.9% | 1,276,200 | +47.8% | 0.64% | +30.7% |
| Q3 2022 | $30,894,000 | +604.4% | 863,200 | +663.9% | 0.49% | +519.0% |
| Q2 2022 | $4,386,000 | +116.1% | 113,000 | +135.4% | 0.08% | +172.4% |
| Q1 2022 | $2,030,000 | +64.6% | 48,000 | +54.8% | 0.03% | +163.6% |
| Q2 2021 | $1,233,000 | +25.6% | 31,000 | +10.7% | 0.01% | +120.0% |
| Q4 2020 | $982,000 | – | 28,000 | – | 0.01% | – |
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% |