FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,364 | -6.3% | 1,240 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $49,489 | 0.0% | 1,240 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $49,489 | +0.0% | 1,240 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $49,488 | -63.1% | 1,240 | -65.7% | 0.01% | -65.7% |
| Q3 2022 | $134,000 | -5.6% | 3,613 | 0.0% | 0.04% | -2.8% |
| Q2 2022 | $142,000 | -7.2% | 3,613 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $153,000 | -1.3% | 3,613 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $155,000 | +9.2% | 3,613 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $142,000 | +189.8% | 3,613 | +191.4% | 0.04% | +184.6% |
| Q2 2021 | $49,000 | +4.3% | 1,240 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $47,000 | +9.3% | 1,240 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $43,000 | +10.3% | 1,240 | 0.0% | 0.01% | +75.0% |
| Q3 2020 | $39,000 | +178.6% | 1,240 | +172.5% | 0.01% | +60.0% |
| Q2 2020 | $14,000 | +7.7% | 455 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $13,000 | – | 455 | – | 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% |