FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,010,684 | +3.8% | 508,443 | +11.3% | 0.60% | -4.6% |
| Q2 2023 | $18,321,010 | +2.3% | 456,997 | +2.5% | 0.63% | -11.9% |
| Q1 2023 | $17,907,427 | -1.5% | 445,902 | -2.2% | 0.71% | -22.8% |
| Q4 2022 | $18,188,810 | +29.2% | 455,746 | +15.9% | 0.92% | +13.1% |
| Q3 2022 | $14,079,000 | +3.8% | 393,366 | +12.6% | 0.82% | +5.3% |
| Q2 2022 | $13,560,000 | +2.2% | 349,392 | +11.4% | 0.77% | +17.6% |
| Q1 2022 | $13,268,000 | -21.2% | 313,657 | -19.8% | 0.66% | -18.4% |
| Q4 2021 | $16,834,000 | -16.0% | 391,127 | -23.5% | 0.81% | -28.0% |
| Q3 2021 | $20,045,000 | -22.9% | 511,351 | -21.8% | 1.12% | -29.2% |
| Q2 2021 | $25,991,000 | -0.7% | 653,545 | -5.2% | 1.58% | -13.3% |
| Q1 2021 | $26,174,000 | +13.7% | 689,153 | +4.3% | 1.82% | +7.6% |
| Q4 2020 | $23,011,000 | -99.9% | 660,489 | -0.9% | 1.70% | -6.7% |
| Q3 2020 | $20,931,000,000 | – | 666,313 | – | 1.82% | – |
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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% |