FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 525 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,030 | -3.5% | 467 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $19,721 | +1844.9% | 467 | +1768.0% | 0.01% | – |
| Q4 2023 | $1,014 | -94.2% | 25 | -94.6% | 0.00% | -100.0% |
| Q3 2023 | $17,461 | +91800.0% | 467 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19 | 0.0% | 467 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $19 | 0.0% | 467 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $19 | -99.9% | 467 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $17,000 | 0.0% | 467 | +8.9% | 0.01% | +12.5% |
| Q2 2022 | $17,000 | -5.6% | 429 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $18,000 | +38.5% | 429 | +38.8% | 0.01% | +40.0% |
| Q4 2021 | $13,000 | +8.3% | 309 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 309 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 309 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | +9.1% | 309 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | +22.2% | 309 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | +800.0% | 309 | +1136.0% | 0.01% | +500.0% |
| Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | – | 25 | – | 0.00% | – |
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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% |