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 | $312,093 | -35.7% | 8,347 | -31.0% | 0.00% | -50.0% |
| Q2 2023 | $485,088 | -8.3% | 12,100 | -8.2% | 0.00% | 0.0% |
| Q1 2023 | $529,228 | +25.1% | 13,178 | +24.3% | 0.00% | +33.3% |
| Q4 2022 | $423,045 | +1.9% | 10,600 | -8.6% | 0.00% | -25.0% |
| Q3 2022 | $415,000 | +22.8% | 11,600 | +33.3% | 0.00% | +33.3% |
| Q2 2022 | $338,000 | +61.7% | 8,700 | +75.9% | 0.00% | +200.0% |
| Q1 2022 | $209,000 | -1.9% | 4,947 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $213,000 | -7.8% | 4,947 | -14.7% | 0.00% | -50.0% |
| Q2 2021 | $231,000 | -23.8% | 5,797 | -27.5% | 0.00% | 0.0% |
| Q1 2021 | $303,000 | – | 7,997 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 746,763 | $17,835,000 | 7.08% |
| Rehmann Capital Advisory Group | 853,512 | $20,382,000 | 4.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 389,260 | $9,296,000 | 2.36% |
| LifePlan Financial Group, Inc | 52,929 | $1,264,000 | 0.90% |
| Concorde Asset Management, LLC | 31,100 | $743,000 | 0.83% |
| Kovack Advisors, Inc. | 37,563 | $897,000 | 0.59% |
| Affiance Financial, LLC | 23,105 | $552,000 | 0.57% |
| Johanson Financial Advisors, Inc. | 15,680 | $375,000 | 0.49% |
| Citizens Business Bank | 86,382 | $2,063,000 | 0.40% |
| INVESTMENT CENTERS OF AMERICA INC | 122,524 | $2,922,000 | 0.38% |