FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $443,324 | +1.9% | 11,857 | +9.3% | 0.02% | +11.1% |
Q2 2023 | $434,919 | -5.0% | 10,849 | -4.8% | 0.02% | -14.3% |
Q1 2023 | $457,595 | +49476.9% | 11,394 | -50.7% | 0.02% | -16.0% |
Q4 2022 | $923 | -99.8% | 23,114 | +98.1% | 0.02% | -10.7% |
Q3 2022 | $418,000 | -30.3% | 11,668 | -17.7% | 0.03% | -15.2% |
Q1 2022 | $600,000 | -11.4% | 14,180 | -9.9% | 0.03% | -2.9% |
Q4 2021 | $677,000 | +8.3% | 15,734 | -1.3% | 0.03% | 0.0% |
Q3 2021 | $625,000 | +0.8% | 15,939 | +2.2% | 0.03% | 0.0% |
Q2 2021 | $620,000 | +4.2% | 15,599 | -0.4% | 0.03% | -2.9% |
Q1 2021 | $595,000 | +2.9% | 15,655 | -5.1% | 0.04% | -2.8% |
Q4 2020 | $578,000 | +18.9% | 16,493 | +6.7% | 0.04% | +2.9% |
Q3 2020 | $486,000 | +11.0% | 15,451 | +7.0% | 0.04% | +9.4% |
Q2 2020 | $438,000 | +9.5% | 14,442 | -0.1% | 0.03% | -17.9% |
Q1 2020 | $400,000 | – | 14,453 | – | 0.04% | – |
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% |