FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 88 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,415 | +56.8% | 225,078 | +68.4% | 0.08% | +27.3% |
| Q1 2023 | $5,368 | +133.2% | 133,666 | +131.7% | 0.07% | +100.0% |
| Q4 2022 | $2,302 | -99.8% | 57,694 | +89.5% | 0.03% | +175.0% |
| Q3 2022 | $1,089,000 | -42.9% | 30,451 | -31.3% | 0.01% | +9.1% |
| Q4 2021 | $1,906,000 | -2.4% | 44,307 | -13.8% | 0.01% | -45.0% |
| Q1 2021 | $1,952,000 | +132.7% | 51,404 | +114.7% | 0.02% | +17.6% |
| Q4 2020 | $839,000 | -43.3% | 23,941 | -49.1% | 0.02% | -60.5% |
| Q3 2020 | $1,481,000 | +17.5% | 47,078 | +13.2% | 0.04% | +13.2% |
| Q2 2020 | $1,260,000 | +252.9% | 41,574 | +164.7% | 0.04% | -87.5% |
| Q3 2015 | $357,000 | – | 15,706 | – | 0.30% | – |
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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% |