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 2022 | $203,000 | +66.4% | 5,663 | +80.8% | 0.05% | +84.0% |
Q2 2022 | $122,000 | -71.6% | 3,132 | -72.3% | 0.02% | -56.1% |
Q1 2021 | $429,000 | -29.4% | 11,307 | -34.8% | 0.06% | -32.1% |
Q4 2020 | $608,000 | +16.5% | 17,340 | +4.5% | 0.08% | +6.3% |
Q3 2020 | $522,000 | +78.8% | 16,595 | +72.5% | 0.08% | +64.6% |
Q2 2020 | $292,000 | -90.1% | 9,619 | -91.0% | 0.05% | -91.2% |
Q1 2020 | $2,943,000 | -22.3% | 106,307 | +1.1% | 0.55% | -2.8% |
Q4 2019 | $3,789,000 | +1397.6% | 105,166 | +1351.4% | 0.56% | +1424.3% |
Q3 2019 | $253,000 | -57.9% | 7,246 | -59.3% | 0.04% | -54.3% |
Q2 2019 | $601,000 | -40.6% | 17,820 | -45.6% | 0.08% | -46.0% |
Q4 2017 | $1,011,000 | – | 32,768 | – | 0.15% | – |
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% |