FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 204 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466 | +322.5% | 39,222 | +353.8% | 0.15% | +294.6% |
| Q1 2023 | $347 | -100.0% | 8,643 | -52.8% | 0.04% | -35.1% |
| Q1 2022 | $775,000 | -17.9% | 18,314 | -22.8% | 0.06% | -38.0% |
| Q2 2021 | $944,000 | +18.0% | 23,728 | -11.4% | 0.09% | +114.0% |
| Q1 2018 | $800,000 | +206.5% | 26,778 | +205.2% | 0.04% | +230.8% |
| Q3 2017 | $261,000 | -82.9% | 8,773 | -83.3% | 0.01% | -91.7% |
| Q1 2017 | $1,524,000 | +608.8% | 52,520 | +558.0% | 0.16% | +441.4% |
| Q2 2016 | $215,000 | -83.0% | 7,982 | -84.8% | 0.03% | -81.4% |
| Q4 2014 | $1,266,000 | +39.3% | 52,418 | +29.5% | 0.16% | +60.8% |
| Q3 2014 | $909,000 | – | 40,477 | – | 0.10% | – |
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% |