FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $242,811 | +237.2% | 6,494 | +247.6% | 0.05% | +233.3% |
Q2 2022 | $72,000 | -8.9% | 1,868 | +0.1% | 0.02% | +7.1% |
Q1 2022 | $79,000 | -26.2% | 1,866 | -24.9% | 0.01% | -22.2% |
Q4 2021 | $107,000 | -40.9% | 2,486 | -46.1% | 0.02% | -43.8% |
Q3 2021 | $181,000 | -1.1% | 4,608 | +0.2% | 0.03% | -3.0% |
Q2 2021 | $183,000 | +5.2% | 4,600 | +0.2% | 0.03% | -17.5% |
Q1 2021 | $174,000 | +8.1% | 4,591 | +0.2% | 0.04% | 0.0% |
Q4 2020 | $161,000 | +98.8% | 4,583 | +78.8% | 0.04% | +53.8% |
Q3 2020 | $81,000 | +3.8% | 2,563 | 0.0% | 0.03% | -13.3% |
Q2 2020 | $78,000 | -40.9% | 2,563 | -46.3% | 0.03% | -50.0% |
Q1 2020 | $132,000 | -52.9% | 4,772 | -38.6% | 0.06% | -42.9% |
Q4 2019 | $280,000 | -9.1% | 7,769 | -11.9% | 0.10% | -23.9% |
Q3 2019 | $308,000 | -1.3% | 8,823 | -4.1% | 0.14% | +2.2% |
Q2 2019 | $312,000 | +4.3% | 9,197 | 0.0% | 0.14% | -11.8% |
Q1 2019 | $299,000 | +17.7% | 9,197 | +5.2% | 0.15% | -8.4% |
Q4 2018 | $254,000 | -13.3% | 8,745 | -5.6% | 0.17% | -4.6% |
Q3 2018 | $293,000 | +691.9% | 9,261 | +661.6% | 0.18% | +337.5% |
Q2 2018 | $37,000 | -93.4% | 1,216 | -93.6% | 0.04% | -90.3% |
Q1 2018 | $559,000 | -4.4% | 19,053 | +1.5% | 0.41% | -5.5% |
Q4 2017 | $585,000 | +12.5% | 18,763 | +7.8% | 0.44% | -5.8% |
Q3 2017 | $520,000 | +4.0% | 17,402 | +1.1% | 0.46% | -10.7% |
Q2 2017 | $500,000 | +30.2% | 17,220 | +29.7% | 0.52% | +28.6% |
Q1 2017 | $384,000 | +202.4% | 13,276 | +194.2% | 0.40% | +132.8% |
Q4 2016 | $127,000 | – | 4,513 | – | 0.17% | – |
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% |