FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,406,153 | +203.4% | 35,940 | +214.3% | 0.00% | – |
| Q2 2023 | $463,534 | +25.7% | 11,434 | +27.1% | 0.00% | – |
| Q4 2022 | $368,803 | +23.3% | 8,993 | +16.5% | 0.00% | – |
| Q3 2022 | $299,000 | +1007.4% | 7,721 | +1015.8% | 0.00% | – |
| Q1 2021 | $27,000 | -6.9% | 692 | -15.1% | 0.00% | – |
| Q4 2020 | $29,000 | +11.5% | 815 | 0.0% | 0.00% | – |
| Q3 2020 | $26,000 | +8.3% | 815 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 815 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -24.1% | 815 | 0.0% | 0.00% | – |
| Q4 2019 | $29,000 | +3.6% | 815 | 0.0% | 0.00% | – |
| Q3 2019 | $28,000 | -57.6% | 815 | -58.5% | 0.00% | – |
| Q2 2019 | $66,000 | -5.7% | 1,965 | -8.4% | 0.00% | – |
| Q1 2019 | $70,000 | +12.9% | 2,145 | 0.0% | 0.00% | – |
| Q4 2018 | $62,000 | -24.4% | 2,145 | -17.5% | 0.00% | – |
| Q3 2018 | $82,000 | +3.8% | 2,600 | 0.0% | 0.00% | – |
| Q2 2018 | $79,000 | +75.6% | 2,600 | +71.1% | 0.00% | – |
| Q1 2018 | $45,000 | -4.3% | 1,520 | 0.0% | 0.00% | – |
| Q4 2017 | $47,000 | +4.4% | 1,520 | 0.0% | 0.00% | – |
| Q3 2017 | $45,000 | +2.3% | 1,520 | 0.0% | 0.00% | – |
| Q2 2017 | $44,000 | -24.1% | 1,520 | -23.6% | 0.00% | – |
| Q1 2017 | $58,000 | +38.1% | 1,990 | +30.9% | 0.00% | – |
| Q4 2016 | $42,000 | -92.7% | 1,520 | -92.8% | 0.00% | -100.0% |
| Q3 2016 | $572,000 | -41.5% | 21,186 | -41.6% | 0.00% | 0.0% |
| Q2 2016 | $978,000 | -40.7% | 36,264 | -43.4% | 0.00% | -50.0% |
| Q1 2016 | $1,650,000 | +18.6% | 64,112 | +10.1% | 0.00% | 0.0% |
| Q4 2015 | $1,391,000 | +8593.8% | 58,249 | +8466.0% | 0.00% | – |
| Q1 2015 | $16,000 | – | 680 | – | 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% |