FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 478 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,149,761 | -7.1% | 126,374 | -3.7% | 0.07% | -11.8% |
| Q1 2024 | $5,544,040 | +1.1% | 131,282 | -2.9% | 0.08% | -10.6% |
| Q4 2023 | $5,484,942 | -39.0% | 135,230 | -43.8% | 0.08% | -46.9% |
| Q3 2023 | $8,989,065 | -10.5% | 240,413 | -4.0% | 0.16% | -11.6% |
| Q2 2023 | $10,043,214 | -3.4% | 250,517 | -3.2% | 0.18% | -8.1% |
| Q1 2023 | $10,396,221 | +23.3% | 258,870 | +22.5% | 0.20% | +13.9% |
| Q4 2022 | $8,431,468 | +10.2% | 211,262 | -1.2% | 0.17% | +2.4% |
| Q3 2022 | $7,651,000 | +5.0% | 213,771 | +13.8% | 0.17% | +10.5% |
| Q2 2022 | $7,289,000 | +29.7% | 187,802 | +41.4% | 0.15% | +56.1% |
| Q1 2022 | $5,619,000 | -24.6% | 132,837 | -23.3% | 0.10% | -26.3% |
| Q4 2021 | $7,455,000 | +42.4% | 173,206 | +29.7% | 0.13% | +40.0% |
| Q3 2021 | $5,236,000 | -3.5% | 133,564 | -2.1% | 0.10% | -9.5% |
| Q2 2021 | $5,428,000 | +95.1% | 136,487 | +86.4% | 0.10% | +69.4% |
| Q1 2021 | $2,782,000 | -9.2% | 73,239 | -16.2% | 0.06% | -16.2% |
| Q4 2020 | $3,065,000 | +111.4% | 87,392 | +89.6% | 0.07% | +68.2% |
| Q3 2020 | $1,450,000 | -10.5% | 46,099 | -13.8% | 0.04% | -21.4% |
| Q2 2020 | $1,621,000 | +4.8% | 53,478 | -4.3% | 0.06% | -52.9% |
| Q1 2020 | $1,547,000 | -53.5% | 55,888 | -39.5% | 0.12% | +32.2% |
| Q4 2019 | $3,326,000 | +31.5% | 92,310 | +27.2% | 0.09% | 0.0% |
| Q3 2019 | $2,530,000 | +778.5% | 72,557 | +737.6% | 0.09% | +718.2% |
| Q2 2019 | $288,000 | – | 8,662 | – | 0.01% | – |
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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% |