FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,831,826 | +6.3% | 209,463 | +14.0% | 5.20% | +1.5% |
| Q2 2023 | $7,368,750 | +5.2% | 183,805 | +5.4% | 5.12% | -6.6% |
| Q1 2023 | $7,004,670 | +1543.6% | 174,419 | +1533.3% | 5.48% | +1335.1% |
| Q4 2022 | $426,189 | +11.9% | 10,679 | +0.4% | 0.38% | +1.3% |
| Q3 2022 | $381,000 | -7.5% | 10,640 | +0.2% | 0.38% | -3.1% |
| Q2 2022 | $412,000 | -8.0% | 10,623 | +0.3% | 0.39% | +36.5% |
| Q1 2022 | $448,000 | -1.3% | 10,591 | +0.4% | 0.28% | +8.4% |
| Q4 2021 | $454,000 | +14.1% | 10,552 | +4.0% | 0.26% | +7.3% |
| Q3 2021 | $398,000 | +0.3% | 10,142 | +1.6% | 0.24% | +3.4% |
| Q2 2021 | $397,000 | +8.2% | 9,987 | +3.4% | 0.24% | -2.1% |
| Q1 2021 | $367,000 | +22.7% | 9,659 | +13.2% | 0.24% | +17.5% |
| Q4 2020 | $299,000 | -10.7% | 8,533 | -20.0% | 0.21% | -23.4% |
| Q3 2020 | $335,000 | +5.3% | 10,662 | +1.5% | 0.27% | -1.8% |
| Q2 2020 | $318,000 | +50.7% | 10,502 | +37.8% | 0.27% | +25.1% |
| Q1 2020 | $211,000 | -15.3% | 7,621 | +10.3% | 0.22% | +47.0% |
| Q4 2019 | $249,000 | +22.1% | 6,907 | +18.5% | 0.15% | -17.7% |
| Q3 2019 | $204,000 | +87.2% | 5,830 | +60.0% | 0.18% | +98.9% |
| Q1 2018 | $109,000 | +32.9% | 3,643 | +36.9% | 0.09% | +35.8% |
| Q4 2017 | $82,000 | – | 2,662 | – | 0.07% | – |
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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% |