FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $533 | +9.2% | 13,149 | +0.8% | 0.02% | -5.6% |
| Q3 2023 | $488 | -6.7% | 13,049 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $523 | -0.2% | 13,049 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $524 | +0.6% | 13,049 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $521 | -99.9% | 13,049 | 0.0% | 0.02% | -8.7% |
| Q3 2022 | $467,000 | -7.7% | 13,049 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $506,000 | -11.8% | 13,049 | -3.8% | 0.02% | -8.0% |
| Q1 2022 | $574,000 | +0.2% | 13,564 | +1.9% | 0.02% | 0.0% |
| Q4 2021 | $573,000 | +12.8% | 13,314 | +2.8% | 0.02% | +4.2% |
| Q3 2021 | $508,000 | -1.4% | 12,949 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $515,000 | +4.7% | 12,949 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $492,000 | – | 12,949 | – | 0.03% | – |
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% |