FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,729,395 | +314.1% | 72,998 | +344.0% | 0.01% | +266.7% |
Q2 2023 | $659,160 | +1830900.0% | 16,442 | +1644100.0% | 0.00% | – |
Q4 2022 | $36 | – | 1 | 0.0% | 0.00% | – |
Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2021 | $0 | -100.0% | 1 | -99.3% | 0.00% | – |
Q2 2020 | $4,000 | -98.0% | 146 | -98.0% | 0.00% | -100.0% |
Q1 2020 | $200,000 | +77.0% | 7,234 | +130.8% | 0.00% | +100.0% |
Q4 2019 | $113,000 | +37.8% | 3,134 | +33.4% | 0.00% | 0.0% |
Q3 2019 | $82,000 | +331.6% | 2,350 | +321.1% | 0.00% | – |
Q2 2019 | $19,000 | +46.2% | 558 | +43.1% | 0.00% | – |
Q1 2019 | $13,000 | – | 390 | – | 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% |