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 | $506,674 | -12.9% | 13,551 | -6.6% | 0.04% | -12.2% |
| Q2 2023 | $581,654 | -31.2% | 14,509 | -31.1% | 0.05% | -34.7% |
| Q1 2023 | $845,303 | -6.0% | 21,048 | -6.6% | 0.08% | -13.8% |
| Q4 2022 | $899,536 | +12.0% | 22,539 | +0.5% | 0.09% | +2.4% |
| Q3 2022 | $803,000 | -20.5% | 22,432 | -13.8% | 0.08% | -19.0% |
| Q2 2022 | $1,010,000 | -15.1% | 26,018 | -7.4% | 0.10% | -3.7% |
| Q1 2022 | $1,189,000 | +2.3% | 28,107 | +4.1% | 0.11% | +5.8% |
| Q4 2021 | $1,162,000 | +31.3% | 27,003 | +19.7% | 0.10% | +19.8% |
| Q3 2021 | $885,000 | +134.1% | 22,565 | +137.4% | 0.09% | +126.3% |
| Q2 2021 | $378,000 | +41.0% | 9,506 | +24.5% | 0.04% | +26.7% |
| Q4 2020 | $268,000 | -10.1% | 7,637 | -22.4% | 0.03% | -45.5% |
| Q2 2020 | $298,000 | – | 9,843 | – | 0.06% | – |
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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% |