FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $267,000 | -9.2% | 6,879 | -0.9% | 0.10% | +2.0% |
| Q1 2022 | $294,000 | -46.3% | 6,944 | -45.4% | 0.10% | -45.3% |
| Q4 2021 | $547,000 | -18.8% | 12,707 | -26.1% | 0.18% | -24.6% |
| Q3 2021 | $674,000 | -13.3% | 17,191 | -12.0% | 0.24% | -14.6% |
| Q2 2021 | $777,000 | -39.0% | 19,535 | -41.8% | 0.28% | -42.8% |
| Q1 2021 | $1,274,000 | -63.6% | 33,540 | -66.4% | 0.49% | -66.4% |
| Q4 2020 | $3,503,000 | -2.4% | 99,889 | -12.4% | 1.46% | -13.4% |
| Q3 2020 | $3,588,000 | -16.0% | 114,040 | -19.1% | 1.69% | -20.6% |
| Q2 2020 | $4,272,000 | -14.6% | 140,903 | -22.1% | 2.13% | -25.3% |
| Q1 2020 | $5,005,000 | -24.6% | 180,810 | -1.9% | 2.85% | -12.4% |
| Q4 2019 | $6,638,000 | +5.4% | 184,236 | +2.0% | 3.25% | -0.1% |
| Q3 2019 | $6,299,000 | – | 180,642 | – | 3.25% | – |
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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% |