FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 284 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $922,299 | -6.7% | 24,667 | 0.0% | 0.06% | -3.1% |
Q2 2023 | $988,900 | -12.4% | 24,667 | -12.3% | 0.06% | -14.5% |
Q1 2023 | $1,129,179 | +0.0% | 28,117 | -0.6% | 0.08% | -5.0% |
Q4 2022 | $1,128,643 | +461.5% | 28,280 | +494.7% | 0.08% | +471.4% |
Q1 2022 | $201,000 | -19.3% | 4,755 | -31.2% | 0.01% | -57.6% |
Q4 2019 | $249,000 | +13.7% | 6,913 | +10.2% | 0.03% | 0.0% |
Q3 2019 | $219,000 | -1.8% | 6,272 | -5.2% | 0.03% | -5.7% |
Q2 2019 | $223,000 | – | 6,615 | – | 0.04% | – |
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% |