FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,542 | -5.8% | 201,713 | +1.0% | 1.04% | +0.2% |
| Q2 2023 | $8,008 | -3.1% | 199,688 | -2.9% | 1.03% | -7.9% |
| Q1 2023 | $8,262 | -99.9% | 205,719 | -24.9% | 1.12% | -20.3% |
| Q4 2021 | $11,785,000 | +8.8% | 273,814 | -0.9% | 1.41% | -9.6% |
| Q3 2021 | $10,835,000 | +11.7% | 276,404 | +13.4% | 1.56% | +8.3% |
| Q2 2021 | $9,697,000 | +46.4% | 243,833 | +39.8% | 1.44% | +20.8% |
| Q1 2021 | $6,624,000 | +26.9% | 174,409 | +17.2% | 1.19% | +3.7% |
| Q4 2020 | $5,221,000 | +9.5% | 148,876 | -1.8% | 1.15% | -25.2% |
| Q3 2020 | $4,769,000 | +5.9% | 151,598 | +2.1% | 1.54% | -10.1% |
| Q2 2020 | $4,503,000 | +168.2% | 148,514 | +144.9% | 1.71% | +91.7% |
| Q1 2020 | $1,679,000 | -25.5% | 60,645 | -3.1% | 0.89% | -3.0% |
| Q4 2019 | $2,254,000 | +124.1% | 62,555 | +116.9% | 0.92% | +46.3% |
| Q3 2019 | $1,006,000 | +88.4% | 28,836 | +82.2% | 0.63% | +83.1% |
| Q2 2019 | $534,000 | +155.5% | 15,825 | +129.4% | 0.34% | +90.6% |
| Q2 2018 | $209,000 | -0.5% | 6,898 | -1.7% | 0.18% | -10.4% |
| Q1 2018 | $210,000 | – | 7,017 | – | 0.20% | – |
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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% |