FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,684,598 | -26.9% | 45,055 | -21.6% | 0.19% | -21.7% |
| Q2 2023 | $2,304,092 | -16.0% | 57,473 | -15.9% | 0.24% | -18.4% |
| Q1 2023 | $2,743,295 | -0.0% | 68,309 | -3.4% | 0.30% | -8.8% |
| Q2 2022 | $2,744,000 | -20.2% | 70,704 | -13.0% | 0.33% | -4.1% |
| Q1 2022 | $3,440,000 | -12.3% | 81,313 | -10.8% | 0.34% | -13.0% |
| Q4 2021 | $3,924,000 | +8.0% | 91,180 | -1.6% | 0.39% | +2.3% |
| Q3 2021 | $3,634,000 | +0.9% | 92,706 | +2.3% | 0.38% | -0.5% |
| Q2 2021 | $3,602,000 | -19.5% | 90,580 | -23.1% | 0.39% | -31.1% |
| Q1 2021 | $4,472,000 | +2039.7% | 117,738 | +1877.5% | 0.56% | +1597.0% |
| Q4 2020 | $209,000 | – | 5,954 | – | 0.03% | – |
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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% |