FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,544 | -7.2% | 4,374 | -0.5% | 0.06% | -3.3% |
| Q2 2023 | $176,253 | +16.9% | 4,396 | +17.1% | 0.06% | +9.1% |
| Q1 2023 | $150,718 | +89613.1% | 3,753 | -10.6% | 0.06% | -15.4% |
| Q4 2022 | $168 | -99.9% | 4,199 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $150,000 | +37.6% | 4,199 | +50.2% | 0.06% | +44.4% |
| Q2 2022 | $109,000 | -7.6% | 2,796 | 0.0% | 0.04% | +9.8% |
| Q1 2022 | $118,000 | -3.3% | 2,796 | -1.4% | 0.04% | -4.7% |
| Q4 2021 | $122,000 | +9.9% | 2,837 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $111,000 | -1.8% | 2,837 | 0.0% | 0.04% | -15.4% |
| Q2 2021 | $113,000 | +4.6% | 2,837 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $108,000 | -6.9% | 2,837 | -14.5% | 0.05% | -26.8% |
| Q4 2020 | $116,000 | +11.5% | 3,317 | 0.0% | 0.07% | -2.7% |
| Q3 2020 | $104,000 | 0.0% | 3,317 | -2.9% | 0.07% | -5.2% |
| Q2 2020 | $104,000 | +44.4% | 3,417 | +30.5% | 0.08% | +24.2% |
| Q1 2020 | $72,000 | +7.5% | 2,619 | +40.7% | 0.06% | +34.8% |
| Q4 2019 | $67,000 | -20.2% | 1,861 | -22.5% | 0.05% | -4.2% |
| Q3 2019 | $84,000 | +3.7% | 2,401 | 0.0% | 0.05% | +4.3% |
| Q2 2019 | $81,000 | -13.8% | 2,401 | -17.2% | 0.05% | -16.4% |
| Q1 2019 | $94,000 | -50.5% | 2,901 | -55.5% | 0.06% | -53.0% |
| Q4 2018 | $190,000 | +81.0% | 6,517 | +80.3% | 0.12% | +58.1% |
| Q1 2017 | $105,000 | – | 3,614 | – | 0.07% | – |
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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% |