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 2021 | $4,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -92.0% | 104 | -93.4% | 0.00% | -88.9% |
| Q3 2020 | $50,000 | +4.2% | 1,577 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $48,000 | +11.6% | 1,568 | +0.8% | 0.01% | 0.0% |
| Q1 2020 | $43,000 | -44.9% | 1,556 | -28.1% | 0.01% | -35.7% |
| Q4 2019 | $78,000 | +4.0% | 2,163 | +0.6% | 0.01% | -6.7% |
| Q3 2019 | $75,000 | +56.2% | 2,151 | +50.7% | 0.02% | +50.0% |
| Q2 2019 | $48,000 | +4.3% | 1,427 | +0.4% | 0.01% | -16.7% |
| Q1 2019 | $46,000 | +12.2% | 1,421 | +0.5% | 0.01% | +9.1% |
| Q4 2018 | $41,000 | -6.8% | 1,414 | +0.8% | 0.01% | -8.3% |
| Q3 2018 | $44,000 | +4.8% | 1,403 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | +281.8% | 1,396 | +260.7% | 0.01% | +300.0% |
| Q1 2018 | $11,000 | -8.3% | 387 | +0.5% | 0.00% | -25.0% |
| Q4 2017 | $12,000 | +9.1% | 385 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | – | 385 | – | 0.00% | – |
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% |