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 | $6,000 | – | 175 | +483.3% | 0.00% | – |
| Q3 2020 | $0 | – | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 30 | -96.7% | 0.00% | -100.0% |
| Q1 2020 | $25,000 | -99.4% | 913 | -99.2% | 0.01% | -99.2% |
| Q4 2019 | $4,203,000 | +5.0% | 116,663 | +1.6% | 0.64% | -6.9% |
| Q3 2019 | $4,004,000 | +5.0% | 114,839 | +1.6% | 0.69% | +6.6% |
| Q2 2019 | $3,812,000 | +1.3% | 112,983 | -2.5% | 0.65% | -9.5% |
| Q1 2019 | $3,764,000 | +10.4% | 115,923 | -1.2% | 0.72% | +19.1% |
| Q4 2018 | $3,410,000 | – | 117,275 | – | 0.60% | – |
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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% |