FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 261 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $698,362 | -0.5% | 17,218 | 0.0% | 0.17% | -9.4% |
| Q1 2024 | $701,978 | +1.2% | 17,218 | 0.0% | 0.19% | -8.6% |
| Q4 2023 | $693,885 | +7.3% | 17,218 | -1.7% | 0.21% | -3.2% |
| Q3 2023 | $646,940 | -7.8% | 17,518 | 0.0% | 0.22% | -9.6% |
| Q2 2023 | $701,771 | +0.2% | 17,518 | +0.8% | 0.24% | -4.0% |
| Q1 2023 | $700,439 | +1.1% | 17,372 | +1.7% | 0.25% | -19.4% |
| Q4 2022 | $692,765 | +14.9% | 17,080 | +1.7% | 0.31% | +2.0% |
| Q3 2022 | $603,000 | -6.8% | 16,788 | +1.7% | 0.30% | -7.9% |
| Q2 2022 | $647,000 | -4.4% | 16,504 | +3.7% | 0.33% | +6.1% |
| Q1 2022 | $677,000 | +2.4% | 15,920 | 0.0% | 0.31% | +15.2% |
| Q4 2021 | $661,000 | -11.5% | 15,920 | -11.2% | 0.27% | +5.5% |
| Q3 2021 | $747,000 | +7.6% | 17,920 | +5.9% | 0.26% | +0.4% |
| Q2 2021 | $694,000 | +8.4% | 16,920 | +3.7% | 0.26% | -1.2% |
| Q1 2021 | $640,000 | +13.3% | 16,320 | +2.4% | 0.26% | +9.8% |
| Q4 2020 | $565,000 | -4.4% | 15,930 | -14.5% | 0.24% | -32.1% |
| Q2 2020 | $591,000 | +13.0% | 18,630 | 0.0% | 0.35% | -23.3% |
| Q1 2020 | $523,000 | -20.6% | 18,630 | +3.8% | 0.45% | -24.1% |
| Q4 2019 | $659,000 | +4.1% | 17,950 | 0.0% | 0.59% | -9.6% |
| Q3 2019 | $633,000 | +63200.0% | 17,950 | -2.4% | 0.66% | +1427.9% |
| Q1 2019 | $1,000 | – | 18,400 | – | 0.04% | – |
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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% |