FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |