FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,059,953 | -9.1% | 108,584 | -2.5% | 0.08% | -7.7% |
Q2 2023 | $4,465,413 | -4.2% | 111,385 | -4.1% | 0.09% | -9.0% |
Q1 2023 | $4,662,768 | -4.7% | 116,105 | -5.3% | 0.10% | -11.5% |
Q4 2022 | $4,891,103 | +10.7% | 122,553 | -0.7% | 0.11% | +27.0% |
Q3 2022 | $4,419,000 | -2.4% | 123,465 | +5.8% | 0.09% | +1.1% |
Q2 2022 | $4,529,000 | -1.6% | 116,704 | +7.3% | 0.09% | +8.6% |
Q1 2022 | $4,601,000 | +5.9% | 108,780 | +7.8% | 0.08% | +8.0% |
Q4 2021 | $4,343,000 | +13.2% | 100,905 | +3.1% | 0.08% | +7.1% |
Q3 2021 | $3,838,000 | +4.2% | 97,915 | +5.8% | 0.07% | +4.5% |
Q2 2021 | $3,682,000 | +2.8% | 92,591 | -1.8% | 0.07% | -2.9% |
Q1 2021 | $3,581,000 | +15.5% | 94,296 | +6.7% | 0.07% | +9.5% |
Q4 2020 | $3,100,000 | +17.2% | 88,395 | +5.1% | 0.06% | +5.0% |
Q3 2020 | $2,646,000 | +0.5% | 84,123 | -3.2% | 0.06% | -3.2% |
Q2 2020 | $2,634,000 | +31.8% | 86,887 | +20.3% | 0.06% | +19.2% |
Q1 2020 | $1,999,000 | -17.1% | 72,220 | +8.0% | 0.05% | 0.0% |
Q4 2019 | $2,410,000 | +13.6% | 66,901 | +10.0% | 0.05% | +10.6% |
Q3 2019 | $2,121,000 | +15.1% | 60,816 | +11.4% | 0.05% | +17.5% |
Q2 2019 | $1,842,000 | +19.0% | 54,599 | +14.5% | 0.04% | +17.6% |
Q1 2019 | $1,548,000 | +7.1% | 47,687 | -4.1% | 0.03% | -2.9% |
Q4 2018 | $1,446,000 | -11.8% | 49,725 | -4.1% | 0.04% | -2.8% |
Q3 2018 | $1,640,000 | -35.4% | 51,845 | -38.1% | 0.04% | -35.7% |
Q2 2018 | $2,538,000 | +9.7% | 83,808 | +8.3% | 0.06% | +9.8% |
Q1 2018 | $2,313,000 | +15.1% | 77,371 | +18.8% | 0.05% | +18.6% |
Q4 2017 | $2,010,000 | – | 65,145 | – | 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% |