FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,254,430 | -6.9% | 276,182 | -3.6% | 1.69% | -8.9% |
| Q1 2024 | $12,094,432 | +1.4% | 286,394 | -2.6% | 1.85% | +15.5% |
| Q4 2023 | $11,931,889 | +3.2% | 294,179 | -4.9% | 1.60% | -36.3% |
| Q3 2023 | $11,565,288 | +88184.6% | 309,315 | -5.3% | 2.52% | +19.4% |
| Q2 2023 | $13,100 | +22.7% | 326,772 | +22.9% | 2.11% | +20.3% |
| Q1 2023 | $10,677 | +8.7% | 265,874 | +8.0% | 1.75% | -5.0% |
| Q4 2022 | $9,823 | -99.9% | 246,135 | -20.4% | 1.84% | -26.7% |
| Q3 2022 | $11,565,288 | +47.5% | 309,315 | +55.9% | 2.52% | +43.1% |
| Q2 2022 | $7,839,000 | +27.0% | 198,411 | +36.5% | 1.76% | +40.1% |
| Q1 2022 | $6,172,000 | – | 145,340 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |