FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 333 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,623,000 | +22.7% | 53,550 | +12.0% | 0.68% | +0.9% |
| Q1 2020 | $1,323,000 | -14.1% | 47,817 | +11.8% | 0.67% | +6.5% |
| Q4 2019 | $1,541,000 | +26.3% | 42,772 | +22.3% | 0.63% | +17.9% |
| Q3 2019 | $1,220,000 | +21.0% | 34,982 | +17.1% | 0.54% | +19.2% |
| Q2 2019 | $1,008,000 | +36.6% | 29,877 | +31.4% | 0.45% | +32.8% |
| Q1 2019 | $738,000 | +50.0% | 22,737 | +34.5% | 0.34% | +31.0% |
| Q4 2018 | $492,000 | +15.5% | 16,904 | +25.4% | 0.26% | +26.5% |
| Q3 2018 | $426,000 | – | 13,484 | – | 0.20% | – |
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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% |