FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,065,808 | -8.0% | 28,505 | -1.4% | 0.07% | -14.6% |
Q2 2023 | $1,159,109 | +2.8% | 28,912 | +3.0% | 0.08% | -5.7% |
Q1 2023 | $1,127,069 | -49.0% | 28,064 | -49.3% | 0.09% | -52.7% |
Q4 2022 | $2,211,260 | +2.8% | 55,406 | -7.8% | 0.18% | -18.6% |
Q3 2022 | $2,151,000 | -20.9% | 60,095 | -14.3% | 0.23% | -8.5% |
Q2 2022 | $2,721,000 | -38.8% | 70,108 | -33.3% | 0.25% | -31.6% |
Q1 2022 | $4,444,000 | +106.0% | 105,066 | +109.6% | 0.36% | +132.9% |
Q4 2021 | $2,157,000 | +69.0% | 50,120 | +54.0% | 0.16% | +42.2% |
Q3 2021 | $1,276,000 | +253.5% | 32,541 | +259.0% | 0.11% | +240.6% |
Q2 2021 | $361,000 | +15.3% | 9,064 | +10.1% | 0.03% | -3.0% |
Q1 2021 | $313,000 | +39.1% | 8,233 | +28.4% | 0.03% | +6.5% |
Q4 2020 | $225,000 | +11.9% | 6,413 | +0.4% | 0.03% | -36.7% |
Q3 2020 | $201,000 | -23.6% | 6,388 | -32.8% | 0.05% | -73.7% |
Q1 2020 | $263,000 | +10.5% | 9,502 | +44.0% | 0.19% | +37.8% |
Q4 2019 | $238,000 | +3.5% | 6,600 | +0.0% | 0.14% | +53.4% |
Q3 2019 | $230,000 | – | 6,599 | – | 0.09% | – |
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% |