FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,309,273 | -7.5% | 115,299 | -0.8% | 0.77% | -7.1% |
Q2 2023 | $4,660,376 | +3.4% | 116,248 | +3.6% | 0.83% | -5.6% |
Q1 2023 | $4,507,590 | +8.5% | 112,241 | +7.8% | 0.88% | -0.6% |
Q4 2022 | $4,155,327 | +15.5% | 104,117 | +3.7% | 0.88% | +2.8% |
Q3 2022 | $3,597,000 | -5.8% | 100,437 | +2.1% | 0.86% | -5.6% |
Q2 2022 | $3,818,000 | -2.0% | 98,383 | +6.8% | 0.91% | +16.4% |
Q1 2022 | $3,895,000 | +8.1% | 92,095 | +10.0% | 0.78% | +8.3% |
Q4 2021 | $3,603,000 | +28.1% | 83,719 | +16.7% | 0.72% | -17.1% |
Q3 2021 | $2,812,000 | +7.7% | 71,737 | +9.2% | 0.87% | +13.0% |
Q2 2021 | $2,612,000 | +42.9% | 65,689 | +36.5% | 0.77% | +15.4% |
Q1 2021 | $1,828,000 | +24.9% | 48,139 | +15.3% | 0.67% | +16.2% |
Q4 2020 | $1,463,000 | +77.5% | 41,737 | +59.3% | 0.57% | +32.9% |
Q3 2020 | $824,000 | +185.1% | 26,204 | +174.7% | 0.43% | +114.9% |
Q2 2020 | $289,000 | – | 9,540 | – | 0.20% | – |
Download |
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% |