FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 236 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,511,822 | -9.1% | 120,669 | -2.6% | 1.66% | -12.6% |
| Q2 2023 | $4,964,770 | +0.0% | 123,841 | +0.2% | 1.90% | -15.9% |
| Q1 2023 | $4,963,261 | -1.8% | 123,587 | -2.4% | 2.26% | -27.9% |
| Q4 2022 | $5,055,335 | +14.7% | 126,668 | +2.9% | 3.13% | -4.3% |
| Q3 2022 | $4,407,000 | -9.2% | 123,139 | -1.5% | 3.27% | -15.5% |
| Q2 2022 | $4,853,000 | -8.5% | 125,049 | -0.3% | 3.87% | +4.2% |
| Q1 2022 | $5,306,000 | +3.1% | 125,436 | +4.9% | 3.71% | -5.7% |
| Q4 2021 | $5,145,000 | +5.5% | 119,540 | +0.9% | 3.94% | +1.1% |
| Q3 2021 | $4,879,000 | +8.3% | 118,443 | +4.5% | 3.89% | +20.5% |
| Q2 2021 | $4,507,000 | +8.2% | 113,330 | +3.3% | 3.23% | -1.3% |
| Q1 2021 | $4,167,000 | +25.4% | 109,721 | +15.8% | 3.27% | +3.7% |
| Q4 2020 | $3,324,000 | -14.0% | 94,786 | -22.5% | 3.16% | +22.5% |
| Q3 2018 | $3,867,000 | +5.5% | 122,226 | +1.0% | 2.58% | -2.6% |
| Q2 2018 | $3,665,000 | +2.0% | 121,044 | +0.7% | 2.64% | -3.4% |
| Q1 2018 | $3,592,000 | -0.8% | 120,178 | +2.8% | 2.74% | +1.1% |
| Q4 2017 | $3,620,000 | – | 116,896 | – | 2.71% | – |
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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% |