FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,259 | -6.5% | 1,424 | +0.2% | 0.00% | -20.0% |
| Q2 2023 | $56,979 | +0.1% | 1,421 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $56,907 | +0.9% | 1,417 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $56,419 | +12.8% | 1,414 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $50,000 | -9.1% | 1,409 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $55,000 | -6.8% | 1,406 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $59,000 | -1.7% | 1,403 | +0.2% | 0.01% | +25.0% |
| Q4 2021 | $60,000 | +9.1% | 1,400 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 1,397 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 1,395 | +0.2% | 0.00% | -20.0% |
| Q1 2021 | $53,000 | +35.9% | 1,392 | +24.4% | 0.01% | +25.0% |
| Q4 2020 | $39,000 | +30.0% | 1,119 | +16.7% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | -26.8% | 959 | -29.9% | 0.00% | -20.0% |
| Q2 2020 | $41,000 | +7.9% | 1,368 | +0.3% | 0.01% | -16.7% |
| Q1 2020 | $38,000 | -22.4% | 1,364 | +0.3% | 0.01% | +20.0% |
| Q4 2019 | $49,000 | +4.3% | 1,360 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | +51.6% | 1,357 | +42.5% | 0.01% | +25.0% |
| Q1 2019 | $31,000 | +10.7% | 952 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $28,000 | -6.7% | 951 | +0.1% | 0.00% | +33.3% |
| Q3 2018 | $30,000 | +3.4% | 950 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $29,000 | +3.6% | 949 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $28,000 | -3.4% | 948 | +0.1% | 0.00% | -25.0% |
| Q4 2017 | $29,000 | – | 947 | – | 0.00% | – |
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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% |