FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 205 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $26,000 | -7.1% | 670 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -3.4% | 670 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | +11.5% | 670 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -7.1% | 670 | -4.3% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | +12.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | +13.6% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -4.3% | 700 | -6.7% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +9.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -22.2% | 750 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $27,000 | +12.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +4.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | – | 750 | – | 0.00% | – |
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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% |