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 | $13,898,184 | +159.2% | 371,708 | +177.9% | 0.00% | +200.0% |
Q2 2023 | $5,362,082 | +29.4% | 133,751 | +29.6% | 0.00% | 0.0% |
Q1 2023 | $4,145,169 | +5.0% | 103,216 | +4.3% | 0.00% | 0.0% |
Q4 2022 | $3,949,155 | +136.6% | 98,952 | +112.2% | 0.00% | – |
Q3 2022 | $1,669,000 | +40.6% | 46,632 | +52.5% | 0.00% | – |
Q2 2022 | $1,187,000 | +80.9% | 30,579 | +97.3% | 0.00% | – |
Q1 2022 | $656,000 | -5.6% | 15,502 | -4.0% | 0.00% | – |
Q4 2021 | $695,000 | +43.9% | 16,144 | +31.0% | 0.00% | – |
Q3 2021 | $483,000 | -0.6% | 12,324 | +0.8% | 0.00% | – |
Q2 2021 | $486,000 | +9.7% | 12,226 | +4.9% | 0.00% | – |
Q1 2021 | $443,000 | -5.1% | 11,651 | -12.6% | 0.00% | – |
Q4 2020 | $467,000 | +15.3% | 13,337 | +3.5% | 0.00% | – |
Q3 2020 | $405,000 | -49.8% | 12,891 | -51.6% | 0.00% | – |
Q2 2020 | $806,000 | -7.1% | 26,612 | -15.2% | 0.00% | – |
Q1 2020 | $868,000 | +36.3% | 31,368 | +77.3% | 0.00% | – |
Q4 2019 | $637,000 | -18.0% | 17,694 | -20.7% | 0.00% | – |
Q3 2019 | $777,000 | +11.5% | 22,305 | +7.9% | 0.00% | – |
Q2 2019 | $697,000 | +5.3% | 20,665 | +1.4% | 0.00% | – |
Q1 2019 | $662,000 | -28.0% | 20,379 | -35.6% | 0.00% | – |
Q4 2018 | $920,000 | +28.0% | 31,649 | +31.5% | 0.00% | – |
Q1 2018 | $719,000 | +128.3% | 24,064 | +135.7% | 0.00% | – |
Q4 2017 | $315,000 | – | 10,209 | – | 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% |