FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,132 | -4.1% | 15,168 | +2.9% | 0.06% | -6.3% |
| Q2 2023 | $591,207 | -80.0% | 14,747 | -79.9% | 0.06% | -60.6% |
| Q1 2023 | $2,953,487 | -2.2% | 73,543 | -2.8% | 0.16% | -12.1% |
| Q4 2022 | $3,020,349 | +22.9% | 75,679 | +10.2% | 0.18% | +9.6% |
| Q3 2022 | $2,458,000 | +56.2% | 68,688 | +69.3% | 0.17% | +56.6% |
| Q2 2022 | $1,574,000 | -3.0% | 40,577 | +5.8% | 0.11% | +8.2% |
| Q1 2022 | $1,622,000 | +10.9% | 38,358 | +12.9% | 0.10% | +7.7% |
| Q4 2021 | $1,463,000 | +945.0% | 33,984 | +851.1% | 0.09% | +810.0% |
| Q3 2021 | $140,000 | +14.8% | 3,573 | +16.1% | 0.01% | +11.1% |
| Q2 2021 | $122,000 | +10.9% | 3,078 | +6.2% | 0.01% | 0.0% |
| Q1 2021 | $110,000 | -1.8% | 2,897 | -9.4% | 0.01% | -10.0% |
| Q4 2020 | $112,000 | -81.8% | 3,199 | -85.3% | 0.01% | -76.2% |
| Q3 2020 | $615,000 | +266.1% | 21,808 | +293.6% | 0.04% | +90.9% |
| Q2 2020 | $168,000 | -67.4% | 5,540 | -70.2% | 0.02% | -75.6% |
| Q1 2020 | $515,000 | -86.6% | 18,612 | -82.5% | 0.09% | -81.5% |
| Q4 2019 | $3,831,000 | +67.9% | 106,339 | +62.5% | 0.49% | +31.7% |
| Q3 2019 | $2,282,000 | +997.1% | 65,425 | +921.5% | 0.37% | +800.0% |
| Q1 2019 | $208,000 | +16.9% | 6,405 | +4.5% | 0.04% | -8.9% |
| Q4 2018 | $178,000 | – | 6,130 | – | 0.04% | – |
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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% |