FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,328 | -67.3% | 8,835 | -65.0% | 0.03% | -66.7% |
| Q2 2023 | $1,011,080 | -26.8% | 25,220 | -26.7% | 0.09% | -38.0% |
| Q1 2023 | $1,381,230 | -2.0% | 34,393 | -2.6% | 0.15% | -10.2% |
| Q4 2022 | $1,409,715 | +12.2% | 35,322 | +0.7% | 0.17% | -6.2% |
| Q3 2022 | $1,256,000 | -11.2% | 35,081 | +0.5% | 0.18% | -3.8% |
| Q2 2022 | $1,415,000 | +7347.4% | 34,890 | +6361.1% | 0.18% | +2542.9% |
| Q4 2019 | $19,000 | 0.0% | 540 | +0.6% | 0.01% | -12.5% |
| Q3 2019 | $19,000 | – | 537 | – | 0.01% | – |
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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% |