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 Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,172 | -6.7% | 486 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $19,484 | -0.2% | 486 | 0.0% | 0.00% | -33.3% |
Q1 2023 | $19,518 | +0.6% | 486 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $19,396 | +14.1% | 486 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $17,000 | -10.5% | 486 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $19,000 | -9.5% | 486 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $21,000 | +50.0% | 486 | +44.6% | 0.00% | +50.0% |
Q4 2021 | $14,000 | +7.7% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $13,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $13,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $13,000 | +8.3% | 336 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $12,000 | +9.1% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $11,000 | +10.0% | 336 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $10,000 | +11.1% | 336 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $9,000 | -25.0% | 336 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $12,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $12,000 | +50.0% | 336 | -8.9% | 0.00% | -50.0% |
Q2 2014 | $8,000 | – | 369 | – | 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% |