FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,000,494 | +8.5% | 24,667 | 0.0% | 0.06% | +3.2% |
| 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 | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |