FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $413,755 | -5.1% | 10,153 | -1.7% | 0.02% | -8.3% |
Q1 2024 | $436,185 | +7.6% | 10,329 | +3.4% | 0.02% | -4.0% |
Q4 2023 | $405,241 | +12.7% | 9,991 | +3.9% | 0.02% | +4.2% |
Q3 2023 | $359,524 | -1.9% | 9,615 | +5.2% | 0.02% | 0.0% |
Q2 2023 | $366,358 | -0.3% | 9,138 | -0.2% | 0.02% | -4.0% |
Q1 2023 | $367,614 | -2.7% | 9,154 | -3.3% | 0.02% | -3.8% |
Q4 2022 | $377,636 | -10.5% | 9,462 | -19.8% | 0.03% | -18.8% |
Q3 2022 | $422,000 | -32.3% | 11,792 | -26.5% | 0.03% | -28.9% |
Q2 2022 | $623,000 | -13.7% | 16,054 | -5.9% | 0.04% | +2.3% |
Q1 2022 | $722,000 | +3.9% | 17,065 | +5.7% | 0.04% | +2.3% |
Q4 2021 | $695,000 | +13.6% | 16,139 | +3.5% | 0.04% | +13.2% |
Q3 2021 | $612,000 | -2.5% | 15,589 | -1.3% | 0.04% | -13.6% |
Q2 2021 | $628,000 | +26.9% | 15,792 | +21.1% | 0.04% | +15.8% |
Q1 2021 | $495,000 | -37.6% | 13,044 | -42.0% | 0.04% | -43.3% |
Q4 2020 | $793,000 | +7.0% | 22,508 | -4.5% | 0.07% | -4.3% |
Q3 2020 | $741,000 | -0.9% | 23,558 | -4.5% | 0.07% | -12.5% |
Q2 2020 | $748,000 | -6.4% | 24,665 | -14.1% | 0.08% | -31.0% |
Q1 2020 | $799,000 | -24.6% | 28,708 | -2.1% | 0.12% | +9.4% |
Q4 2019 | $1,059,000 | +25.3% | 29,336 | +20.4% | 0.11% | +14.0% |
Q3 2019 | $845,000 | +18.2% | 24,371 | +14.6% | 0.09% | +2.2% |
Q2 2019 | $715,000 | +1.9% | 21,268 | -2.4% | 0.09% | -4.2% |
Q1 2019 | $702,000 | +7.5% | 21,801 | -2.8% | 0.10% | -7.8% |
Q4 2018 | $653,000 | -9.2% | 22,422 | -1.4% | 0.10% | +17.0% |
Q3 2018 | $719,000 | +1.3% | 22,751 | -3.0% | 0.09% | -8.3% |
Q2 2018 | $710,000 | -10.9% | 23,457 | -12.0% | 0.10% | -8.6% |
Q1 2018 | $797,000 | -11.8% | 26,666 | -9.0% | 0.10% | -12.5% |
Q4 2017 | $904,000 | +2.6% | 29,292 | -1.4% | 0.12% | -5.5% |
Q3 2017 | $881,000 | +14.4% | 29,695 | +12.9% | 0.13% | -0.8% |
Q2 2017 | $770,000 | +90.1% | 26,300 | +88.1% | 0.13% | +88.2% |
Q1 2017 | $405,000 | – | 13,979 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |