FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 200 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $266,000 | -8.0% | 7,442 | 0.0% | 0.09% | -6.3% |
| Q2 2022 | $289,000 | -8.3% | 7,442 | 0.0% | 0.10% | +2.2% |
| Q1 2022 | $315,000 | -1.6% | 7,442 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $320,000 | +9.6% | 7,442 | 0.0% | 0.09% | -5.2% |
| Q3 2021 | $292,000 | -1.4% | 7,442 | 0.0% | 0.10% | -7.6% |
| Q2 2021 | $296,000 | +4.6% | 7,442 | 0.0% | 0.10% | -8.7% |
| Q1 2021 | $283,000 | +8.4% | 7,442 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $261,000 | +11.5% | 7,442 | 0.0% | 0.12% | -4.2% |
| Q3 2020 | $234,000 | -25.9% | 7,442 | -28.7% | 0.12% | -28.6% |
| Q2 2020 | $316,000 | +10.1% | 10,435 | +0.7% | 0.17% | -9.7% |
| Q1 2020 | $287,000 | -61.1% | 10,359 | -58.0% | 0.19% | -69.5% |
| Q1 2018 | $737,000 | -13.4% | 24,671 | -10.5% | 0.61% | -20.8% |
| Q4 2017 | $851,000 | – | 27,572 | – | 0.77% | – |
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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% |