FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |