FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $215,000 | -65.4% | 6,144 | -64.4% | 0.04% | -69.0% |
| Q4 2019 | $621,000 | +12.5% | 17,238 | +8.9% | 0.13% | +7.7% |
| Q3 2019 | $552,000 | +16.0% | 15,836 | +12.2% | 0.12% | +5.4% |
| Q2 2019 | $476,000 | -1.2% | 14,110 | -5.0% | 0.11% | +16.8% |
| Q1 2019 | $482,000 | +46.1% | 14,846 | +30.8% | 0.10% | +33.8% |
| Q4 2018 | $330,000 | +13.4% | 11,349 | +23.4% | 0.07% | +1.4% |
| Q3 2018 | $291,000 | +7.0% | 9,194 | +2.3% | 0.07% | -11.4% |
| Q2 2018 | $272,000 | -26.7% | 8,985 | -27.7% | 0.08% | -19.4% |
| Q1 2018 | $371,000 | +19.3% | 12,426 | +23.1% | 0.10% | +24.1% |
| Q4 2017 | $311,000 | – | 10,091 | – | 0.08% | – |
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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% |