FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 62 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,000 | – | 65 | +170.8% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 24 | -88.8% | 0.00% | – |
| Q1 2019 | $6,000 | -90.0% | 214 | -88.7% | 0.00% | – |
| Q3 2018 | $60,000 | -24.1% | 1,888 | -27.9% | 0.00% | – |
| Q2 2018 | $79,000 | -35.2% | 2,617 | -36.1% | 0.00% | – |
| Q1 2018 | $122,000 | -82.8% | 4,098 | -86.1% | 0.00% | – |
| Q4 2014 | $711,000 | +34.9% | 29,480 | +25.5% | 0.00% | – |
| Q3 2014 | $527,000 | -48.3% | 23,496 | -47.3% | 0.00% | -100.0% |
| Q2 2014 | $1,019,000 | +18.1% | 44,589 | +13.0% | 0.00% | 0.0% |
| Q1 2014 | $863,000 | +1.4% | 39,470 | -0.9% | 0.00% | 0.0% |
| Q4 2013 | $851,000 | +4.8% | 39,821 | -1.9% | 0.00% | 0.0% |
| Q3 2013 | $812,000 | – | 40,572 | – | 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% |