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 Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,687 | -4.1% | 286,804 | -0.6% | 0.06% | -6.8% |
| Q1 2024 | $12,187 | +42.6% | 288,587 | +36.9% | 0.06% | +28.3% |
| Q4 2023 | $8,549 | -1.0% | 210,780 | -8.7% | 0.05% | -13.2% |
| Q3 2023 | $8,632 | -7.1% | 230,862 | -0.4% | 0.05% | -7.0% |
| Q2 2023 | $9,292 | -2.5% | 231,780 | -2.3% | 0.06% | -10.9% |
| Q1 2023 | $9,531 | +28.5% | 237,323 | +27.7% | 0.06% | +16.4% |
| Q4 2022 | $7,420 | -99.9% | 185,916 | +2.5% | 0.06% | +5.8% |
| Q3 2022 | $6,490,000 | -11.0% | 181,347 | -3.4% | 0.05% | -7.1% |
| Q2 2022 | $7,289,000 | -6.6% | 187,803 | +1.7% | 0.06% | +1.8% |
| Q1 2022 | $7,808,000 | +18.0% | 184,594 | +20.0% | 0.06% | +17.0% |
| Q4 2021 | $6,618,000 | +10.8% | 153,772 | +2.4% | 0.05% | -2.1% |
| Q2 2021 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $5,971,000 | 0.0% | 150,138 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $5,971,000 | +1165.0% | 150,138 | +824.7% | 0.05% | +300.0% |
| Q4 2018 | $472,000 | +48.4% | 16,236 | +61.3% | 0.01% | +50.0% |
| Q3 2018 | $318,000 | +55.9% | 10,066 | +49.5% | 0.01% | +14.3% |
| Q2 2018 | $204,000 | +229.0% | 6,731 | +225.8% | 0.01% | +250.0% |
| Q1 2018 | $62,000 | -1.6% | 2,066 | +0.5% | 0.00% | -33.3% |
| Q4 2017 | $63,000 | +3.3% | 2,056 | +0.6% | 0.00% | 0.0% |
| Q3 2017 | $61,000 | +3.4% | 2,043 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $59,000 | 0.0% | 2,034 | +0.6% | 0.00% | 0.0% |
| Q1 2017 | $59,000 | +5.4% | 2,022 | +0.5% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | – | 2,012 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |