FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,478 | -6.7% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,018 | -0.2% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $8,032 | +0.6% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,982 | -55.7% | 200 | -55.8% | 0.00% | -50.0% |
Q2 2022 | $18,000 | -43.8% | 452 | -39.7% | 0.00% | -33.3% |
Q1 2022 | $32,000 | 0.0% | 750 | +0.3% | 0.00% | -25.0% |
Q4 2021 | $32,000 | +10.3% | 748 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $29,000 | -55.4% | 745 | -55.5% | 0.00% | 0.0% |
Q2 2021 | $65,000 | +85.7% | 1,675 | +79.7% | 0.00% | -20.0% |
Q1 2021 | $35,000 | +191.7% | 932 | +133.0% | 0.01% | +150.0% |
Q2 2020 | $12,000 | -29.4% | 400 | -36.5% | 0.00% | -50.0% |
Q1 2020 | $17,000 | -26.1% | 630 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $23,000 | – | 630 | – | 0.00% | – |
Q2 2019 | $0 | – | 0 | – | 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% |