FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 256 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $813,000 | -1.3% | 20,728 | 0.0% | 0.49% | +3.4% |
| Q2 2021 | $824,000 | +4.7% | 20,728 | 0.0% | 0.48% | -2.7% |
| Q1 2021 | $787,000 | +20.7% | 20,728 | 0.0% | 0.49% | +0.2% |
| Q4 2020 | $652,000 | -0.3% | 20,728 | 0.0% | 0.49% | +0.2% |
| Q3 2020 | $654,000 | +4.1% | 20,728 | 0.0% | 0.49% | -15.0% |
| Q2 2020 | $628,000 | +1.1% | 20,728 | 0.0% | 0.57% | -1.9% |
| Q1 2020 | $621,000 | -22.8% | 20,728 | -7.9% | 0.58% | -0.2% |
| Q4 2019 | $804,000 | +5.8% | 22,497 | +3.3% | 0.58% | -15.6% |
| Q3 2019 | $760,000 | +2.4% | 21,785 | 0.0% | 0.69% | +1.5% |
| Q2 2019 | $742,000 | +4.5% | 21,785 | +0.0% | 0.68% | -4.5% |
| Q1 2019 | $710,000 | +10.1% | 21,780 | +0.0% | 0.72% | -19.2% |
| Q4 2018 | $645,000 | -4.3% | 21,775 | -1.4% | 0.88% | +2.9% |
| Q3 2018 | $674,000 | +0.9% | 22,080 | +0.0% | 0.86% | +11.3% |
| Q2 2018 | $668,000 | -1.0% | 22,073 | -2.2% | 0.77% | +46.4% |
| Q1 2018 | $675,000 | -4.8% | 22,574 | +0.0% | 0.53% | +3.9% |
| Q4 2017 | $709,000 | – | 22,568 | – | 0.51% | – |
Download | ||||||
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% |