FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,708 | -5.1% | 13,338 | +1.7% | 0.04% | -2.6% |
| Q2 2023 | $525,540 | -0.2% | 13,109 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $526,457 | +0.6% | 13,109 | 0.0% | 0.04% | -16.3% |
| Q4 2022 | $523,180 | +11.6% | 13,109 | 0.0% | 0.05% | +8.9% |
| Q3 2022 | $469,000 | -7.3% | 13,109 | +0.6% | 0.04% | -10.0% |
| Q2 2022 | $506,000 | -17.6% | 13,036 | -10.3% | 0.05% | -13.8% |
| Q1 2022 | $614,000 | -5.5% | 14,526 | -3.9% | 0.06% | +7.4% |
| Q4 2021 | $650,000 | +4.3% | 15,113 | -5.0% | 0.05% | -3.6% |
| Q3 2021 | $623,000 | -1.1% | 15,903 | +0.4% | 0.06% | -1.8% |
| Q2 2021 | $630,000 | +5.2% | 15,840 | +0.5% | 0.06% | -13.6% |
| Q1 2021 | $599,000 | +6.4% | 15,765 | -1.8% | 0.07% | +3.1% |
| Q4 2020 | $563,000 | +23.2% | 16,059 | +10.5% | 0.06% | +1.6% |
| Q3 2020 | $457,000 | +42.4% | 14,538 | +37.3% | 0.06% | +31.2% |
| Q2 2020 | $321,000 | +43.3% | 10,586 | +31.0% | 0.05% | +14.3% |
| Q1 2020 | $224,000 | – | 8,083 | – | 0.04% | – |
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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% |