FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,888 | -8.8% | 10,588 | -2.2% | 0.04% | -9.3% |
| Q2 2023 | $434,178 | -0.6% | 10,830 | -0.5% | 0.04% | -8.5% |
| Q1 2023 | $436,896 | -3.6% | 10,879 | -4.2% | 0.05% | -13.0% |
| Q4 2022 | $453,417 | +6.9% | 11,361 | -4.1% | 0.05% | -10.0% |
| Q3 2022 | $424,000 | -46.9% | 11,841 | -42.4% | 0.06% | -56.5% |
| Q2 2022 | $798,000 | -7.4% | 20,561 | +0.9% | 0.14% | 0.0% |
| Q1 2022 | $862,000 | -0.5% | 20,384 | +1.3% | 0.14% | +0.7% |
| Q4 2021 | $866,000 | +190.6% | 20,128 | +164.5% | 0.14% | +132.2% |
| Q3 2021 | $298,000 | -2.3% | 7,611 | -0.8% | 0.06% | -16.9% |
| Q2 2021 | $305,000 | +4.1% | 7,669 | -0.5% | 0.07% | -17.4% |
| Q1 2021 | $293,000 | +6.5% | 7,711 | -1.6% | 0.09% | -8.5% |
| Q4 2020 | $275,000 | -21.7% | 7,837 | -29.8% | 0.09% | -34.7% |
| Q3 2020 | $351,000 | -88.8% | 11,161 | -89.2% | 0.14% | -90.3% |
| Q2 2020 | $3,128,000 | +15.3% | 103,164 | +5.2% | 1.49% | -12.4% |
| Q1 2020 | $2,713,000 | -20.8% | 98,023 | +3.1% | 1.70% | -13.9% |
| Q4 2019 | $3,424,000 | +7.6% | 95,033 | +4.1% | 1.97% | -5.2% |
| Q3 2019 | $3,182,000 | – | 91,261 | – | 2.08% | – |
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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% |