FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 208 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $682,058 | -3.6% | 17,215 | -1.9% | 0.41% | -7.0% |
| Q1 2023 | $707,210 | -28.2% | 17,553 | -27.4% | 0.44% | -31.1% |
| Q4 2022 | $985,512 | +31.6% | 24,167 | +15.7% | 0.65% | +20.7% |
| Q3 2022 | $749,000 | -4.9% | 20,881 | +2.9% | 0.54% | -3.6% |
| Q2 2022 | $788,000 | -8.9% | 20,288 | -0.7% | 0.56% | +3.2% |
| Q1 2022 | $865,000 | +2.5% | 20,432 | +3.9% | 0.54% | +10.7% |
| Q4 2021 | $844,000 | +25.6% | 19,661 | +16.3% | 0.49% | +17.7% |
| Q3 2021 | $672,000 | -2.2% | 16,908 | -0.7% | 0.41% | -4.0% |
| Q2 2021 | $687,000 | +4.1% | 17,027 | -0.6% | 0.43% | +4.1% |
| Q1 2021 | $660,000 | +12.2% | 17,126 | +3.4% | 0.41% | +5.6% |
| Q4 2020 | $588,000 | +10.3% | 16,568 | -0.1% | 0.39% | -5.3% |
| Q3 2020 | $533,000 | +2.3% | 16,586 | -3.3% | 0.41% | -5.9% |
| Q2 2020 | $521,000 | +19.8% | 17,156 | +3.6% | 0.44% | +0.9% |
| Q1 2020 | $435,000 | -40.2% | 16,557 | -18.3% | 0.44% | -9.6% |
| Q4 2019 | $728,000 | -4.0% | 20,266 | -6.8% | 0.48% | -13.2% |
| Q3 2019 | $758,000 | +14.2% | 21,747 | +10.5% | 0.55% | +15.4% |
| Q2 2019 | $664,000 | +364.3% | 19,683 | +347.6% | 0.48% | +348.6% |
| Q1 2019 | $143,000 | -8.3% | 4,397 | -18.0% | 0.11% | -56.3% |
| Q4 2018 | $156,000 | -9.8% | 5,365 | -1.6% | 0.24% | +116.8% |
| Q3 2018 | $173,000 | -36.6% | 5,455 | -40.3% | 0.11% | -45.1% |
| Q2 2018 | $273,000 | 0.0% | 9,130 | 0.0% | 0.21% | -18.3% |
| Q1 2018 | $273,000 | +5.4% | 9,130 | +8.7% | 0.25% | +1.2% |
| Q4 2017 | $259,000 | – | 8,397 | – | 0.25% | – |
Download | ||||||
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% |