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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,088,481 | +1.0% | 52,004 | +0.4% | 1.40% | -4.1% |
| Q4 2022 | $2,067,498 | +4.0% | 51,804 | -6.7% | 1.46% | +4.4% |
| Q3 2022 | $1,988,000 | -6.7% | 55,545 | +1.2% | 1.40% | -0.6% |
| Q2 2022 | $2,130,000 | -7.6% | 54,875 | +0.7% | 1.40% | +11.2% |
| Q1 2022 | $2,305,000 | -1.0% | 54,495 | +0.7% | 1.26% | +1.6% |
| Q4 2021 | $2,329,000 | +10.4% | 54,115 | +0.6% | 1.24% | +2.6% |
| Q3 2021 | $2,110,000 | +27.0% | 53,815 | +2.0% | 1.21% | -12.6% |
| Q3 2020 | $1,661,000 | +2.3% | 52,782 | -1.5% | 1.39% | -5.3% |
| Q2 2020 | $1,624,000 | +15.2% | 53,572 | +5.1% | 1.46% | -9.5% |
| Q1 2020 | $1,410,000 | -21.8% | 50,955 | +1.8% | 1.62% | +1.9% |
| Q4 2019 | $1,803,000 | +1.9% | 50,050 | -1.4% | 1.59% | -4.9% |
| Q3 2019 | $1,770,000 | +4.2% | 50,750 | +0.8% | 1.67% | +2.9% |
| Q2 2019 | $1,698,000 | +11.0% | 50,340 | +3.8% | 1.62% | +3.0% |
| Q2 2018 | $1,530,000 | +5.5% | 48,505 | -0.0% | 1.58% | -17.7% |
| Q1 2018 | $1,450,000 | – | 48,525 | – | 1.91% | – |
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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% |