FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 237 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4,815,398 | -15.7% | 120,115 | -15.6% | 0.45% | -22.6% |
Q1 2023 | $5,714,794 | +86122.0% | 142,301 | -14.3% | 0.58% | -30.4% |
Q4 2022 | $6,628 | -99.9% | 166,078 | -13.2% | 0.84% | -15.5% |
Q3 2022 | $6,848,000 | -13.7% | 191,330 | -6.4% | 1.00% | -13.9% |
Q2 2022 | $7,932,000 | -16.3% | 204,370 | -8.7% | 1.16% | -11.0% |
Q1 2022 | $9,473,000 | -30.9% | 223,950 | -36.0% | 1.30% | -44.8% |
Q4 2021 | $13,716,000 | 0.0% | 349,907 | 0.0% | 2.35% | 0.0% |
Q3 2021 | $13,716,000 | -22.0% | 349,907 | -20.9% | 2.35% | +19.3% |
Q2 2021 | $17,585,000 | -3.9% | 442,175 | -8.2% | 1.97% | -50.0% |
Q1 2021 | $18,299,000 | +4.7% | 481,807 | -3.3% | 3.95% | -7.6% |
Q4 2020 | $17,481,000 | +3.2% | 498,451 | -7.4% | 4.27% | -11.2% |
Q3 2020 | $16,943,000 | -1.8% | 538,559 | -5.3% | 4.82% | -12.7% |
Q2 2020 | $17,247,000 | +420.7% | 568,842 | +375.4% | 5.51% | +207.0% |
Q1 2020 | $3,312,000 | +146.1% | 119,658 | +220.3% | 1.80% | +182.4% |
Q4 2019 | $1,346,000 | +11.9% | 37,357 | +8.3% | 0.64% | +4.8% |
Q3 2019 | $1,203,000 | -14.5% | 34,492 | -17.3% | 0.61% | -14.5% |
Q2 2019 | $1,407,000 | +5.0% | 41,694 | +1.0% | 0.71% | +6.6% |
Q1 2019 | $1,340,000 | +23.7% | 41,265 | +10.8% | 0.67% | +19.1% |
Q4 2018 | $1,083,000 | -44.3% | 37,226 | -39.4% | 0.56% | +2.8% |
Q3 2018 | $1,944,000 | +22.1% | 61,438 | +16.9% | 0.54% | +16.7% |
Q2 2018 | $1,592,000 | -99.7% | 52,562 | +181.3% | 0.47% | +54.3% |
Q1 2018 | $558,525,000 | +132882.1% | 18,686 | +37.2% | 0.30% | +28.5% |
Q4 2017 | $420,000 | +77.2% | 13,621 | +70.9% | 0.24% | +58.8% |
Q3 2017 | $237,000 | +1294.1% | 7,972 | +1291.3% | 0.15% | +1245.5% |
Q2 2017 | $17,000 | – | 573 | – | 0.01% | – |
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% |