FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,219,766 | -8.9% | 59,368 | -2.3% | 1.19% | -2.4% |
Q2 2023 | $2,437,036 | +1.4% | 60,789 | +1.5% | 1.22% | -5.6% |
Q1 2023 | $2,404,134 | -0.8% | 59,864 | -1.4% | 1.29% | -8.9% |
Q4 2022 | $2,423,574 | +17.8% | 60,726 | +5.6% | 1.42% | +2.7% |
Q3 2022 | $2,057,000 | -11.3% | 57,490 | -3.9% | 1.38% | -7.7% |
Q2 2022 | $2,320,000 | +113.6% | 59,798 | +132.7% | 1.50% | +144.0% |
Q1 2022 | $1,086,000 | -10.3% | 25,694 | -8.7% | 0.61% | -3.8% |
Q4 2021 | $1,211,000 | +16.0% | 28,148 | +5.7% | 0.64% | +7.6% |
Q3 2021 | $1,044,000 | +3.8% | 26,635 | +5.2% | 0.59% | +4.2% |
Q2 2021 | $1,006,000 | +8.3% | 25,313 | +3.4% | 0.57% | +2.9% |
Q1 2021 | $929,000 | +6.8% | 24,485 | 0.0% | 0.55% | +13.3% |
Q4 2020 | $870,000 | +24.5% | 24,485 | +10.1% | 0.49% | +5.4% |
Q3 2020 | $699,000 | +1.7% | 22,232 | -2.0% | 0.46% | -12.5% |
Q2 2020 | $687,000 | +10.3% | 22,675 | +0.7% | 0.53% | -2.0% |
Q1 2020 | $623,000 | -21.5% | 22,522 | +2.1% | 0.54% | +3.4% |
Q4 2019 | $794,000 | +3.9% | 22,049 | +0.6% | 0.52% | -5.8% |
Q3 2019 | $764,000 | +7.6% | 21,914 | +4.0% | 0.55% | +6.9% |
Q2 2019 | $710,000 | +4.4% | 21,066 | +0.4% | 0.52% | -8.6% |
Q1 2019 | $680,000 | +0.9% | 20,972 | -9.6% | 0.57% | -5.5% |
Q4 2018 | $674,000 | -8.4% | 23,197 | -0.4% | 0.60% | +5.3% |
Q3 2018 | $736,000 | -3.8% | 23,279 | -7.9% | 0.57% | -15.3% |
Q2 2018 | $765,000 | -14.7% | 25,275 | -15.9% | 0.67% | -17.8% |
Q1 2018 | $897,000 | -3.0% | 30,040 | -3.9% | 0.82% | -1.9% |
Q4 2017 | $925,000 | – | 31,256 | – | 0.84% | – |
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% |