FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 332 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $354,654 | -3.6% | 8,703 | -0.1% | 0.09% | -5.4% |
| Q1 2024 | $367,852 | +4.3% | 8,711 | +0.1% | 0.09% | 0.0% |
| Q4 2023 | $352,837 | +8.3% | 8,699 | -0.2% | 0.09% | -3.2% |
| Q3 2023 | $325,814 | -11.2% | 8,714 | -4.8% | 0.10% | -13.6% |
| Q2 2023 | $366,851 | -4.7% | 9,151 | -4.5% | 0.11% | -14.1% |
| Q1 2023 | $385,029 | -1.9% | 9,587 | -2.5% | 0.13% | -9.2% |
| Q4 2022 | $392,476 | +11.8% | 9,834 | +0.2% | 0.14% | +3.7% |
| Q3 2022 | $351,000 | -13.5% | 9,819 | -6.1% | 0.14% | -10.5% |
| Q2 2022 | $406,000 | -7.9% | 10,457 | +0.2% | 0.15% | +5.6% |
| Q1 2022 | $441,000 | -9.3% | 10,435 | -7.5% | 0.14% | -8.9% |
| Q4 2021 | $486,000 | -76.8% | 11,287 | -78.9% | 0.16% | -74.5% |
| Q3 2021 | $2,097,000 | -2.9% | 53,507 | -1.5% | 0.62% | -3.3% |
| Q2 2021 | $2,160,000 | -42.3% | 54,318 | -44.9% | 0.64% | -50.0% |
| Q1 2021 | $3,742,000 | +13.2% | 98,522 | +4.5% | 1.28% | +7.9% |
| Q4 2020 | $3,307,000 | +126.4% | 94,308 | +103.1% | 1.18% | +97.5% |
| Q3 2020 | $1,461,000 | +53.5% | 46,436 | +47.8% | 0.60% | +15.4% |
| Q2 2020 | $952,000 | -73.6% | 31,408 | -68.6% | 0.52% | -70.8% |
| Q4 2019 | $3,603,000 | +14.8% | 100,002 | +11.1% | 1.78% | -4.3% |
| Q3 2019 | $3,139,000 | +38.3% | 90,030 | +33.9% | 1.86% | +32.6% |
| Q2 2019 | $2,269,000 | -5.2% | 67,247 | -8.8% | 1.40% | -11.6% |
| Q1 2019 | $2,394,000 | +11.8% | 73,735 | +0.1% | 1.58% | -4.4% |
| Q4 2018 | $2,141,000 | -5.6% | 73,631 | +2.8% | 1.66% | +4.3% |
| Q3 2018 | $2,267,000 | – | 71,647 | – | 1.59% | – |
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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% |