FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $9,337 | -99.9% | 233,947 | +16.2% | 0.92% | +19.8% |
Q3 2022 | $7,209,000 | +95.0% | 201,406 | +111.4% | 0.77% | +104.0% |
Q2 2022 | $3,697,000 | +0.9% | 95,259 | +10.0% | 0.38% | +24.4% |
Q1 2022 | $3,663,000 | +332.5% | 86,591 | +340.1% | 0.30% | +366.2% |
Q4 2021 | $847,000 | +22.4% | 19,677 | +11.5% | 0.06% | -48.8% |
Q3 2021 | $692,000 | +5.8% | 17,648 | +7.4% | 0.13% | +49.4% |
Q2 2021 | $654,000 | +41.9% | 16,438 | +35.5% | 0.08% | +21.4% |
Q1 2021 | $461,000 | +126.0% | 12,131 | +108.8% | 0.07% | +133.3% |
Q4 2020 | $204,000 | -31.1% | 5,811 | -38.3% | 0.03% | -38.8% |
Q3 2020 | $296,000 | +2.8% | 9,413 | -0.8% | 0.05% | -7.5% |
Q2 2020 | $288,000 | +9.9% | 9,486 | +0.1% | 0.05% | -11.7% |
Q1 2020 | $262,000 | -52.7% | 9,475 | -38.3% | 0.06% | -35.5% |
Q4 2019 | $554,000 | -5.6% | 15,355 | -8.8% | 0.09% | -7.0% |
Q3 2019 | $587,000 | +3.3% | 16,832 | +0.1% | 0.10% | -20.0% |
Q2 2019 | $568,000 | -1.7% | 16,823 | -5.6% | 0.12% | -12.0% |
Q1 2019 | $578,000 | +25.1% | 17,815 | +12.1% | 0.14% | +4.4% |
Q4 2018 | $462,000 | -6.1% | 15,899 | +2.1% | 0.14% | +12.4% |
Q3 2018 | $492,000 | +2.5% | 15,571 | -1.8% | 0.12% | -5.5% |
Q2 2018 | $480,000 | -0.6% | 15,861 | -2.0% | 0.13% | -14.7% |
Q1 2018 | $483,000 | -21.6% | 16,188 | -19.0% | 0.15% | -15.3% |
Q4 2017 | $616,000 | +3.7% | 19,978 | +0.0% | 0.18% | -11.1% |
Q3 2017 | $594,000 | +1.7% | 19,971 | +0.0% | 0.20% | -4.3% |
Q2 2017 | $584,000 | +29.8% | 19,966 | +28.6% | 0.21% | +19.5% |
Q1 2017 | $450,000 | +111.3% | 15,521 | +103.7% | 0.17% | +85.1% |
Q4 2016 | $213,000 | +3.9% | 7,620 | 0.0% | 0.09% | -3.1% |
Q3 2016 | $205,000 | 0.0% | 7,620 | 0.0% | 0.10% | -1.0% |
Q2 2016 | $205,000 | -2.8% | 7,620 | -7.1% | 0.10% | -7.5% |
Q1 2016 | $211,000 | – | 8,204 | – | 0.11% | – |
Download |
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% |