FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,221,693 | -2.1% | 32,718 | +6.6% | 0.11% | +1.8% |
| Q2 2023 | $1,247,360 | +8.2% | 30,693 | +6.9% | 0.11% | -9.7% |
| Q1 2023 | $1,153,229 | -2.9% | 28,716 | -0.7% | 0.12% | -36.7% |
| Q4 2022 | $1,187,829 | +11.3% | 28,929 | +0.0% | 0.20% | -56.8% |
| Q3 2022 | $1,067,000 | -3.9% | 28,926 | +0.0% | 0.45% | -6.2% |
| Q2 2022 | $1,110,000 | -9.8% | 28,924 | -0.1% | 0.48% | +1.0% |
| Q1 2022 | $1,231,000 | -1.1% | 28,949 | -2.7% | 0.48% | -7.9% |
| Q4 2021 | $1,245,000 | +1.0% | 29,750 | -1.6% | 0.52% | +11.3% |
| Q3 2021 | $1,233,000 | +2.0% | 30,246 | +0.3% | 0.47% | +2.2% |
| Q2 2021 | $1,209,000 | +1.9% | 30,166 | -2.0% | 0.46% | -9.9% |
| Q1 2021 | $1,186,000 | +13.4% | 30,792 | +4.7% | 0.51% | +5.4% |
| Q4 2020 | $1,046,000 | +1.9% | 29,412 | -7.1% | 0.48% | -12.2% |
| Q3 2020 | $1,027,000 | -20.6% | 31,655 | -25.7% | 0.55% | -30.5% |
| Q2 2020 | $1,294,000 | +5.5% | 42,609 | +0.1% | 0.79% | -13.9% |
| Q1 2020 | $1,227,000 | -22.0% | 42,572 | -1.8% | 0.92% | -11.1% |
| Q4 2019 | $1,573,000 | +0.9% | 43,346 | -6.1% | 1.03% | -20.2% |
| Q3 2019 | $1,559,000 | -14.3% | 46,165 | -13.6% | 1.29% | -26.0% |
| Q2 2019 | $1,820,000 | -11.9% | 53,415 | -15.6% | 1.74% | -21.5% |
| Q1 2019 | $2,067,000 | +11.7% | 63,296 | -0.5% | 2.22% | -9.4% |
| Q4 2018 | $1,851,000 | – | 63,646 | – | 2.45% | – |
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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% |