FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 332 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,527,054 | -2.2% | 62,014 | +1.3% | 0.12% | -8.5% |
| Q1 2024 | $2,584,320 | -1.3% | 61,196 | -5.2% | 0.13% | -15.0% |
| Q4 2023 | $2,618,072 | -3.0% | 64,548 | -10.6% | 0.15% | -23.1% |
| Q3 2023 | $2,698,195 | -11.0% | 72,164 | -4.6% | 0.20% | -7.9% |
| Q2 2023 | $3,031,743 | +11.6% | 75,623 | +11.8% | 0.22% | +11.9% |
| Q1 2023 | $2,716,988 | +0.7% | 67,654 | +0.1% | 0.19% | -7.2% |
| Q4 2022 | $2,697,880 | +10.7% | 67,599 | -0.8% | 0.21% | +2.5% |
| Q3 2022 | $2,438,000 | -8.1% | 68,121 | -0.3% | 0.20% | -4.2% |
| Q2 2022 | $2,653,000 | -0.7% | 68,350 | +8.2% | 0.21% | +18.4% |
| Q1 2022 | $2,673,000 | +11.5% | 63,187 | +13.5% | 0.18% | +14.7% |
| Q4 2021 | $2,397,000 | +17.0% | 55,692 | +6.6% | 0.16% | +6.8% |
| Q3 2021 | $2,049,000 | -10.8% | 52,258 | -9.6% | 0.15% | -19.3% |
| Q2 2021 | $2,298,000 | -3.6% | 57,781 | -8.0% | 0.18% | -21.3% |
| Q1 2021 | $2,385,000 | +16.1% | 62,802 | +7.2% | 0.23% | +8.0% |
| Q4 2020 | $2,054,000 | +569.1% | 58,558 | +500.4% | 0.21% | +787.5% |
| Q3 2020 | $307,000 | -68.5% | 9,753 | -69.7% | 0.02% | -83.7% |
| Q2 2020 | $975,000 | +7.0% | 32,152 | +27.1% | 0.15% | +27.8% |
| Q4 2019 | $911,000 | – | 25,293 | – | 0.12% | – |
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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% |