FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $27,559,000 | +12.7% | 770,022 | +23.3% | 1.18% | +15.0% |
Q2 2022 | $24,445,000 | -0.8% | 624,269 | +7.1% | 1.03% | +8.8% |
Q1 2022 | $24,639,000 | -12.4% | 582,793 | -11.2% | 0.95% | -28.1% |
Q4 2021 | $28,117,000 | +2.8% | 655,971 | -6.0% | 1.32% | -1.3% |
Q3 2021 | $27,353,000 | -2.7% | 697,785 | -1.2% | 1.34% | +4.9% |
Q2 2021 | $28,101,000 | +5.6% | 706,592 | +0.9% | 1.27% | -8.2% |
Q1 2021 | $26,600,000 | +21.4% | 700,380 | +12.1% | 1.39% | +18.5% |
Q4 2020 | $21,918,000 | +79.6% | 624,975 | +61.1% | 1.17% | +15.8% |
Q3 2020 | $12,201,000 | +19.1% | 387,825 | +15.1% | 1.01% | +7.1% |
Q2 2020 | $10,248,000 | +39.7% | 337,031 | +21.4% | 0.94% | +42.4% |
Q1 2020 | $7,336,000 | +7.2% | 277,658 | +46.1% | 0.66% | +34.5% |
Q4 2019 | $6,845,000 | +29.0% | 189,997 | +23.2% | 0.49% | +22.3% |
Q3 2019 | $5,308,000 | +4.7% | 154,197 | +2.5% | 0.40% | +5.5% |
Q2 2019 | $5,072,000 | -1.9% | 150,379 | -5.2% | 0.38% | -12.6% |
Q1 2019 | $5,170,000 | +12.9% | 158,606 | +3.4% | 0.44% | +7.1% |
Q4 2018 | $4,581,000 | -1.6% | 153,420 | -1.5% | 0.41% | +42.7% |
Q1 2018 | $4,654,000 | +110.4% | 155,726 | +117.1% | 0.29% | +23.8% |
Q4 2017 | $2,212,000 | -34.8% | 71,736 | -37.1% | 0.23% | -58.2% |
Q3 2017 | $3,393,000 | -0.1% | 114,050 | -1.8% | 0.55% | +13.3% |
Q2 2017 | $3,397,000 | -25.6% | 116,153 | -28.7% | 0.49% | -34.3% |
Q4 2016 | $4,566,000 | -19.2% | 162,914 | -22.2% | 0.74% | -8.1% |
Q3 2016 | $5,654,000 | +445.8% | 209,398 | +445.0% | 0.81% | +313.3% |
Q2 2016 | $1,036,000 | – | 38,424 | – | 0.20% | – |
Download |
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% |