FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $380,000 | +2.2% | 8,975 | +3.9% | 0.00% | – |
| Q4 2021 | $372,000 | -28.0% | 8,635 | -34.6% | 0.00% | – |
| Q3 2021 | $517,000 | -6.8% | 13,195 | -5.4% | 0.00% | – |
| Q2 2021 | $555,000 | +12.1% | 13,952 | +7.0% | 0.00% | – |
| Q1 2021 | $495,000 | +9.3% | 13,037 | +0.9% | 0.00% | – |
| Q4 2020 | $453,000 | -4.4% | 12,919 | -14.2% | 0.00% | – |
| Q3 2020 | $474,000 | +4.4% | 15,063 | +0.6% | 0.00% | – |
| Q2 2020 | $454,000 | +10.2% | 14,973 | +0.5% | 0.00% | – |
| Q1 2020 | $412,000 | -33.7% | 14,895 | -13.6% | 0.00% | – |
| Q4 2019 | $621,000 | +29.4% | 17,246 | +25.2% | 0.00% | – |
| Q3 2019 | $480,000 | +16.8% | 13,773 | +13.2% | 0.00% | – |
| Q2 2019 | $411,000 | +46.3% | 12,172 | +40.7% | 0.00% | – |
| Q1 2019 | $281,000 | +16.1% | 8,649 | +3.7% | 0.00% | – |
| Q4 2018 | $242,000 | – | 8,339 | – | 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% |