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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,691 | -6.7% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,990 | -9.8% | 1,222 | -9.6% | 0.00% | 0.0% |
| Q1 2023 | $54,297 | -3.0% | 1,352 | -3.6% | 0.00% | 0.0% |
| Q4 2022 | $55,994 | +12.0% | 1,403 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $50,000 | +6.4% | 1,403 | +14.8% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -9.6% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -1.9% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +10.4% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | -2.0% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | -22.2% | 1,222 | -26.1% | 0.00% | -50.0% |
| Q1 2021 | $63,000 | -36.4% | 1,653 | -41.2% | 0.00% | -33.3% |
| Q4 2020 | $99,000 | +32.0% | 2,813 | +18.1% | 0.00% | +50.0% |
| Q3 2020 | $75,000 | +102.7% | 2,382 | +94.9% | 0.00% | +100.0% |
| Q2 2020 | $37,000 | – | 1,222 | – | 0.00% | – |
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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% |