FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,700 | -8.5% | 22,136 | -1.9% | 0.06% | -5.1% |
| Q2 2023 | $904,635 | -10.4% | 22,565 | -10.3% | 0.06% | -14.5% |
| Q1 2023 | $1,009,803 | +76.6% | 25,144 | +75.5% | 0.07% | +60.5% |
| Q4 2022 | $571,700 | +11.7% | 14,324 | -0.0% | 0.04% | +2.4% |
| Q3 2022 | $512,000 | +166.7% | 14,325 | +188.2% | 0.04% | +121.1% |
| Q2 2022 | $192,000 | -8.1% | 4,970 | +0.4% | 0.02% | +5.6% |
| Q1 2022 | $209,000 | -1.4% | 4,949 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $212,000 | +6.0% | 4,932 | -3.4% | 0.02% | +5.9% |
| Q3 2021 | $200,000 | +471.4% | 5,108 | +464.4% | 0.02% | +325.0% |
| Q2 2021 | $35,000 | -45.3% | 905 | -47.1% | 0.00% | -42.9% |
| Q1 2021 | $64,000 | +56.1% | 1,711 | +20.7% | 0.01% | -50.0% |
| Q1 2017 | $41,000 | – | 1,417 | – | 0.01% | – |
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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% |