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 | $62,367 | -6.7% | 1,668 | 0.0% | 0.01% | -12.5% |
Q2 2023 | $66,870 | +6.2% | 1,668 | +6.4% | 0.01% | -11.1% |
Q1 2023 | $62,971 | +0.6% | 1,568 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $62,579 | +33.1% | 1,568 | +18.8% | 0.01% | +12.5% |
Q3 2022 | $47,000 | -9.6% | 1,320 | -1.6% | 0.01% | -11.1% |
Q2 2022 | $52,000 | -35.8% | 1,342 | -30.2% | 0.01% | -40.0% |
Q1 2022 | $81,000 | +50.0% | 1,924 | +53.3% | 0.02% | +66.7% |
Q4 2021 | $54,000 | -18.2% | 1,255 | -25.2% | 0.01% | -40.0% |
Q3 2021 | $66,000 | +26.9% | 1,678 | +28.6% | 0.02% | +15.4% |
Q2 2021 | $52,000 | +4.0% | 1,305 | 0.0% | 0.01% | -7.1% |
Q1 2021 | $50,000 | +85.2% | 1,305 | +68.0% | 0.01% | +75.0% |
Q4 2020 | $27,000 | +12.5% | 777 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $24,000 | +9.1% | 777 | +8.7% | 0.01% | -11.1% |
Q2 2020 | $22,000 | +22.2% | 715 | +8.7% | 0.01% | +12.5% |
Q1 2020 | $18,000 | -35.7% | 658 | -14.5% | 0.01% | -20.0% |
Q4 2019 | $28,000 | -30.0% | 770 | -44.0% | 0.01% | -28.6% |
Q4 2018 | $40,000 | +400.0% | 1,374 | +370.5% | 0.01% | +180.0% |
Q3 2016 | $8,000 | – | 292 | – | 0.01% | – |
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% |