FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,148,004 | -6.3% | 30,704 | +0.5% | 0.07% | -4.0% |
Q2 2023 | $1,224,927 | +0.5% | 30,554 | +0.7% | 0.08% | -3.8% |
Q1 2023 | $1,218,938 | +1.2% | 30,352 | +0.5% | 0.08% | -3.7% |
Q4 2022 | $1,205,013 | +12.3% | 30,193 | +0.7% | 0.08% | +2.5% |
Q3 2022 | $1,073,000 | -7.3% | 29,987 | +0.5% | 0.08% | -2.5% |
Q2 2022 | $1,157,000 | -7.9% | 29,823 | +0.4% | 0.08% | +11.0% |
Q1 2022 | $1,256,000 | -1.3% | 29,695 | +0.4% | 0.07% | -5.2% |
Q4 2021 | $1,273,000 | +10.4% | 29,566 | +0.5% | 0.08% | 0.0% |
Q3 2021 | $1,153,000 | -1.0% | 29,407 | +0.4% | 0.08% | -1.3% |
Q2 2021 | $1,165,000 | -3.0% | 29,290 | -7.4% | 0.08% | -15.2% |
Q1 2021 | $1,201,000 | +8.8% | 31,623 | +0.5% | 0.09% | +1.1% |
Q4 2020 | $1,104,000 | +12.2% | 31,478 | +0.6% | 0.09% | +2.2% |
Q3 2020 | $984,000 | -4.8% | 31,288 | -8.3% | 0.09% | -10.1% |
Q2 2020 | $1,034,000 | +10.4% | 34,105 | +0.7% | 0.10% | -6.6% |
Q1 2020 | $937,000 | -22.6% | 33,854 | +0.7% | 0.11% | -1.9% |
Q4 2019 | $1,211,000 | +3.9% | 33,621 | +0.6% | 0.11% | -9.2% |
Q3 2019 | $1,166,000 | +4.0% | 33,435 | +0.6% | 0.12% | +3.5% |
Q2 2019 | $1,121,000 | +4.4% | 33,223 | +0.5% | 0.12% | -3.4% |
Q1 2019 | $1,074,000 | +12.2% | 33,063 | +0.5% | 0.12% | -10.5% |
Q4 2018 | $957,000 | – | 32,914 | – | 0.13% | – |
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% |