FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $254,459 | -33.2% | 6,806 | -28.3% | 0.02% | -34.6% |
Q2 2023 | $380,683 | +2.8% | 9,496 | +3.0% | 0.03% | -3.7% |
Q1 2023 | $370,326 | +3.0% | 9,221 | +2.4% | 0.03% | -3.6% |
Q4 2022 | $359,561 | +7.0% | 9,009 | -4.0% | 0.03% | 0.0% |
Q3 2022 | $336,000 | -7.9% | 9,388 | -0.2% | 0.03% | -9.7% |
Q2 2022 | $365,000 | -9.0% | 9,404 | -0.8% | 0.03% | -3.1% |
Q1 2022 | $401,000 | -64.4% | 9,484 | -66.3% | 0.03% | -68.0% |
Q4 2021 | $1,125,000 | +2.3% | 28,133 | +0.9% | 0.10% | +7.5% |
Q3 2021 | $1,100,000 | -2.2% | 27,870 | -0.9% | 0.09% | -7.0% |
Q2 2021 | $1,125,000 | +5.3% | 28,133 | +1.6% | 0.10% | -8.3% |
Q1 2021 | $1,068,000 | -25.9% | 27,694 | -32.6% | 0.11% | -36.6% |
Q4 2020 | $1,441,000 | +8.8% | 41,083 | -0.4% | 0.17% | -5.5% |
Q3 2020 | $1,325,000 | +119.7% | 41,245 | +107.4% | 0.18% | +109.2% |
Q2 2020 | $603,000 | – | 19,884 | – | 0.09% | – |
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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% |