FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 508 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,433 | -2.8% | 624 | +0.6% | 0.00% | 0.0% |
| Q1 2024 | $26,178 | +5.3% | 620 | +1.1% | 0.00% | 0.0% |
| Q4 2023 | $24,852 | +9.0% | 613 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $22,806 | -6.6% | 613 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $24,430 | -48.8% | 610 | -48.7% | 0.00% | -66.7% |
| Q1 2023 | $47,751 | -16.9% | 1,189 | -17.4% | 0.00% | -25.0% |
| Q4 2022 | $57,430 | – | 1,439 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |