FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 476 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,530 | -3.5% | 1,240 | 0.0% | 0.01% | -10.0% |
| Q1 2024 | $52,366 | +4.1% | 1,240 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $50,295 | +8.5% | 1,240 | 0.0% | 0.01% | 0.0% |
| 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 | 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% |