FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,320 | -45.9% | 276 | -42.0% | 0.00% | – |
| Q2 2023 | $19,083 | +72.2% | 476 | +72.5% | 0.00% | – |
| Q1 2023 | $11,084 | +0.6% | 276 | 0.0% | 0.00% | – |
| Q4 2022 | $11,015 | -31.2% | 276 | -40.0% | 0.00% | – |
| Q3 2022 | $16,000 | +45.5% | 460 | +66.7% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 276 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 276 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 276 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | +57.1% | 276 | +52.5% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | -58.8% | 181 | -66.9% | 0.00% | -100.0% |
| Q4 2020 | $17,000 | 0.0% | 547 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +240.0% | 547 | +202.2% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 181 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | +75.0% | 181 | +20.7% | 0.00% | – |
| Q2 2017 | $4,000 | -33.3% | 150 | -21.1% | 0.00% | – |
| Q1 2017 | $6,000 | -66.7% | 190 | -75.6% | 0.00% | -100.0% |
| Q2 2015 | $18,000 | +800.0% | 780 | +687.9% | 0.00% | +100.0% |
| Q2 2013 | $2,000 | – | 99 | – | 0.00% | – |
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% |