FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 463 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $886,830 | -58.7% | 21,762 | -57.2% | 0.07% | -60.2% |
Q1 2024 | $2,148,497 | -0.0% | 50,876 | -4.0% | 0.18% | -9.0% |
Q4 2023 | $2,149,099 | +7.6% | 52,985 | -0.8% | 0.20% | -1.0% |
Q3 2023 | $1,998,023 | -26.7% | 53,437 | -21.5% | 0.20% | -25.0% |
Q2 2023 | $2,727,514 | -1.6% | 68,034 | -1.4% | 0.27% | -7.9% |
Q1 2023 | $2,772,316 | +63.6% | 69,031 | +62.6% | 0.29% | +53.2% |
Q4 2022 | $1,694,747 | +38.3% | 42,464 | +24.1% | 0.19% | +7.3% |
Q3 2022 | $1,225,000 | +2.2% | 34,216 | +10.7% | 0.18% | +9.9% |
Q2 2022 | $1,199,000 | +91.8% | 30,901 | +109.0% | 0.16% | +114.7% |
Q1 2022 | $625,000 | +163.7% | 14,782 | +168.7% | 0.08% | +141.9% |
Q4 2021 | $237,000 | -62.1% | 5,501 | -69.1% | 0.03% | -86.2% |
Q3 2019 | $625,000 | +13.6% | 17,830 | +9.3% | 0.22% | -38.2% |
Q2 2019 | $550,000 | +10.0% | 16,311 | +6.0% | 0.36% | +6.1% |
Q1 2019 | $500,000 | +130.4% | 15,392 | +106.2% | 0.34% | +97.1% |
Q4 2018 | $217,000 | -67.2% | 7,466 | -65.1% | 0.17% | -71.3% |
Q4 2017 | $661,000 | +5.3% | 21,422 | +1.6% | 0.61% | -0.7% |
Q3 2017 | $628,000 | +11.9% | 21,094 | +10.0% | 0.61% | +32.3% |
Q2 2017 | $561,000 | -3.3% | 19,173 | -4.1% | 0.46% | -18.6% |
Q1 2017 | $580,000 | +9.4% | 19,998 | +5.7% | 0.57% | -1.0% |
Q4 2016 | $530,000 | +4.7% | 18,919 | +1.0% | 0.57% | +14.2% |
Q3 2016 | $506,000 | – | 18,737 | – | 0.50% | – |
Download |
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% |