FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $950,409 | +61.0% | 23,323 | +66.8% | 0.52% | +66.7% |
| Q1 2024 | $590,341 | +6.1% | 13,979 | +1.9% | 0.32% | -3.7% |
| Q4 2023 | $556,540 | +5.9% | 13,721 | -2.4% | 0.33% | +8.6% |
| Q3 2023 | $525,439 | +16.6% | 14,053 | +36.9% | 0.30% | +23.9% |
| Q2 2023 | $450,749 | +0.1% | 10,265 | -8.4% | 0.24% | -11.3% |
| Q1 2023 | $450,214 | +39.9% | 11,210 | +39.0% | 0.27% | +19.1% |
| Q4 2022 | $321,920 | +9.5% | 8,066 | -1.9% | 0.23% | -9.8% |
| Q3 2022 | $294,000 | -6.7% | 8,222 | +1.2% | 0.26% | -0.8% |
| Q2 2022 | $315,000 | -7.1% | 8,127 | +1.3% | 0.26% | +42.0% |
| Q1 2022 | $339,000 | -2.6% | 8,025 | -0.7% | 0.18% | +14.6% |
| Q4 2021 | $348,000 | -1.1% | 8,083 | -10.1% | 0.16% | +0.6% |
| Q3 2021 | $352,000 | -9.5% | 8,991 | -8.1% | 0.16% | -7.6% |
| Q2 2021 | $389,000 | -12.6% | 9,782 | -16.5% | 0.17% | -27.0% |
| Q1 2021 | $445,000 | +26.1% | 11,721 | +16.3% | 0.23% | +7.9% |
| Q4 2020 | $353,000 | – | 10,075 | – | 0.22% | – |
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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% |