FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 347 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,410 | -77.2% | 280 | -83.2% | 0.00% | -91.3% |
| Q2 2020 | $50,000 | +8.7% | 1,663 | 0.0% | 0.02% | -11.5% |
| Q1 2020 | $46,000 | +820.0% | 1,663 | +1087.9% | 0.03% | +1200.0% |
| Q4 2019 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 140 | – | 0.00% | – |
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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% |