FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,195 | -69.9% | 246 | -67.7% | 0.00% | -100.0% |
Q2 2023 | $30,508 | +0.4% | 761 | +0.5% | 0.00% | 0.0% |
Q1 2023 | $30,393 | +1.3% | 757 | +0.7% | 0.00% | 0.0% |
Q4 2022 | $30,004 | +11.1% | 752 | +0.5% | 0.00% | 0.0% |
Q3 2022 | $27,000 | -66.2% | 748 | -62.6% | 0.00% | 0.0% |
Q2 2021 | $80,000 | +5.3% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $76,000 | -79.3% | 2,000 | -80.9% | 0.00% | -87.5% |
Q4 2020 | $367,000 | +482.5% | 10,477 | +423.8% | 0.01% | +700.0% |
Q3 2020 | $63,000 | +14.5% | 2,000 | 0.0% | 0.00% | -50.0% |
Q1 2020 | $55,000 | -23.6% | 2,000 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $72,000 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $70,000 | +4.5% | 2,000 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $67,000 | +3.1% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $65,000 | +12.1% | 2,000 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $58,000 | -7.9% | 2,000 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $63,000 | +3.3% | 2,000 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $61,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $60,000 | -3.2% | 2,000 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $62,000 | +3.3% | 2,000 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $60,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $59,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $58,000 | +3.6% | 2,000 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $56,000 | +3.7% | 2,000 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $54,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $54,000 | +5.9% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $51,000 | +6.2% | 2,000 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $48,000 | – | 2,000 | – | 0.00% | – |
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% |