FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,168,000 | +9.9% | 259,376 | +65.1% | 0.47% | +5.4% |
| Q2 2021 | $9,248,000 | -99.8% | 157,087 | +15.8% | 0.44% | 0.0% |
| Q1 2021 | $5,150,921,000 | +125870.2% | 135,622 | +16.2% | 0.44% | -43.9% |
| Q4 2020 | $4,089,000 | +24.4% | 116,715 | +7.6% | 0.79% | -23.1% |
| Q3 2020 | $3,288,000 | 0.0% | 108,450 | 0.0% | 1.03% | +9.0% |
| Q2 2020 | $3,288,000 | -30.8% | 108,450 | -38.1% | 0.95% | +24.3% |
| Q1 2020 | $4,750,000 | +127.8% | 175,101 | +202.6% | 0.76% | +74.1% |
| Q4 2019 | $2,085,000 | -36.7% | 57,859 | -38.3% | 0.44% | -33.9% |
| Q3 2019 | $3,294,000 | +465.0% | 93,752 | +442.1% | 0.66% | +139.5% |
| Q2 2019 | $583,000 | -79.1% | 17,294 | -79.8% | 0.28% | -46.4% |
| Q1 2019 | $2,786,000 | -10.0% | 85,809 | -19.4% | 0.52% | -22.9% |
| Q4 2018 | $3,097,000 | – | 106,500 | – | 0.67% | – |
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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% |