FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,840 | -13.1% | 20,482 | -6.8% | 0.00% | 0.0% |
| Q2 2023 | $880,954 | +8.8% | 21,974 | +9.0% | 0.00% | -25.0% |
| Q1 2023 | $809,549 | +2.4% | 20,158 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $790,491 | +19.8% | 19,807 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $660,000 | +7.5% | 18,439 | +16.5% | 0.00% | 0.0% |
| Q2 2022 | $614,000 | +4.2% | 15,821 | +13.6% | 0.00% | 0.0% |
| Q1 2022 | $589,000 | -18.5% | 13,930 | -17.1% | 0.00% | -20.0% |
| Q4 2021 | $723,000 | +41.5% | 16,801 | +28.8% | 0.01% | +25.0% |
| Q3 2021 | $511,000 | +6.7% | 13,047 | +8.2% | 0.00% | 0.0% |
| Q2 2021 | $479,000 | +5.3% | 12,056 | +0.7% | 0.00% | -20.0% |
| Q1 2021 | $455,000 | +255.5% | 11,977 | +227.1% | 0.01% | +150.0% |
| Q4 2020 | $128,000 | +120.7% | 3,662 | +98.3% | 0.00% | +100.0% |
| Q3 2020 | $58,000 | -47.7% | 1,847 | -49.6% | 0.00% | -50.0% |
| Q2 2020 | $111,000 | – | 3,664 | – | 0.00% | – |
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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% |