FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 67 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,116,951 | +1.1% | 27,410 | +4.7% | 0.00% | 0.0% |
Q1 2024 | $1,105,170 | +4.1% | 26,170 | -0.0% | 0.00% | -50.0% |
Q4 2023 | $1,061,719 | -11.7% | 26,177 | -18.6% | 0.00% | 0.0% |
Q3 2023 | $1,203,063 | -2.2% | 32,176 | +4.8% | 0.00% | 0.0% |
Q2 2023 | $1,230,616 | +46.9% | 30,696 | +47.1% | 0.00% | +100.0% |
Q1 2023 | $837,800 | -2.4% | 20,862 | -3.0% | 0.00% | 0.0% |
Q4 2022 | $858,763 | +76.3% | 21,517 | +58.1% | 0.00% | 0.0% |
Q3 2022 | $487,000 | -15.3% | 13,611 | -8.2% | 0.00% | 0.0% |
Q2 2022 | $575,000 | +5.3% | 14,823 | +14.8% | 0.00% | 0.0% |
Q1 2022 | $546,000 | +13.8% | 12,911 | +15.8% | 0.00% | 0.0% |
Q4 2021 | $480,000 | +10.3% | 11,150 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $435,000 | -7.6% | 11,107 | -6.2% | 0.00% | 0.0% |
Q2 2021 | $471,000 | -22.0% | 11,844 | -25.5% | 0.00% | 0.0% |
Q1 2021 | $604,000 | +44.2% | 15,902 | +33.0% | 0.00% | 0.0% |
Q4 2020 | $419,000 | +11.4% | 11,955 | -0.1% | 0.00% | 0.0% |
Q3 2020 | $376,000 | -25.4% | 11,962 | -28.0% | 0.00% | 0.0% |
Q2 2020 | $504,000 | +26.0% | 16,623 | +15.2% | 0.00% | 0.0% |
Q1 2020 | $400,000 | -34.5% | 14,435 | -14.9% | 0.00% | -50.0% |
Q4 2019 | $611,000 | +0.3% | 16,970 | -2.8% | 0.00% | 0.0% |
Q3 2019 | $609,000 | +0.7% | 17,467 | -2.6% | 0.00% | 0.0% |
Q2 2019 | $605,000 | +30.7% | 17,933 | +25.7% | 0.00% | 0.0% |
Q1 2019 | $463,000 | +14.3% | 14,265 | +2.4% | 0.00% | 0.0% |
Q4 2018 | $405,000 | -38.4% | 13,933 | -33.0% | 0.00% | 0.0% |
Q3 2018 | $658,000 | +35.1% | 20,805 | +29.2% | 0.00% | 0.0% |
Q2 2018 | $487,000 | +71.5% | 16,098 | +69.2% | 0.00% | +100.0% |
Q1 2018 | $284,000 | -38.1% | 9,513 | -36.0% | 0.00% | -50.0% |
Q4 2017 | $459,000 | -10.7% | 14,875 | -13.9% | 0.00% | 0.0% |
Q3 2017 | $514,000 | +10.1% | 17,283 | +8.1% | 0.00% | 0.0% |
Q2 2017 | $467,000 | -2.9% | 15,981 | -3.5% | 0.00% | -33.3% |
Q1 2017 | $481,000 | +31.4% | 16,569 | +27.0% | 0.00% | +50.0% |
Q4 2016 | $366,000 | +8.0% | 13,044 | +4.0% | 0.00% | 0.0% |
Q3 2016 | $339,000 | +10.8% | 12,544 | +10.6% | 0.00% | 0.0% |
Q2 2016 | $306,000 | +7.0% | 11,344 | +2.2% | 0.00% | 0.0% |
Q1 2016 | $286,000 | +19.2% | 11,097 | +10.3% | 0.00% | 0.0% |
Q4 2015 | $240,000 | -4.8% | 10,057 | -9.0% | 0.00% | 0.0% |
Q3 2015 | $252,000 | +8.2% | 11,057 | +14.5% | 0.00% | 0.0% |
Q1 2015 | $233,000 | +19.5% | 9,657 | +19.9% | 0.00% | 0.0% |
Q4 2014 | $195,000 | +112.0% | 8,055 | +96.5% | 0.00% | +100.0% |
Q3 2014 | $92,000 | -2.1% | 4,100 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $94,000 | +4.4% | 4,100 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $90,000 | +2150.0% | 4,100 | +1929.7% | 0.00% | – |
Q3 2013 | $4,000 | – | 202 | – | 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% |