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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $249,440 | -0.2% | 6,222 | 0.0% | 0.12% | -2.5% |
Q1 2023 | $249,876 | +0.6% | 6,222 | 0.0% | 0.12% | -1.7% |
Q4 2022 | $248,320 | -4.9% | 6,222 | -14.7% | 0.12% | -9.0% |
Q3 2022 | $261,000 | -7.8% | 7,294 | 0.0% | 0.13% | -3.6% |
Q2 2022 | $283,000 | -8.4% | 7,294 | 0.0% | 0.14% | -0.7% |
Q1 2022 | $309,000 | -16.5% | 7,294 | -15.1% | 0.14% | -25.7% |
Q4 2021 | $370,000 | +9.8% | 8,596 | 0.0% | 0.19% | 0.0% |
Q3 2021 | $337,000 | -1.5% | 8,596 | 0.0% | 0.19% | -1.6% |
Q2 2021 | $342,000 | +4.9% | 8,596 | 0.0% | 0.19% | -1.0% |
Q1 2021 | $326,000 | +8.3% | 8,596 | 0.0% | 0.19% | +1.1% |
Q4 2020 | $301,000 | +7.5% | 8,596 | -3.4% | 0.19% | -5.5% |
Q3 2020 | $280,000 | +3.7% | 8,896 | 0.0% | 0.20% | -2.4% |
Q2 2020 | $270,000 | +9.8% | 8,896 | 0.0% | 0.21% | -4.6% |
Q1 2020 | $246,000 | -23.4% | 8,896 | 0.0% | 0.22% | +6.4% |
Q4 2019 | $321,000 | +3.5% | 8,896 | 0.0% | 0.20% | -1.0% |
Q3 2019 | $310,000 | +2.0% | 8,896 | 0.0% | 0.20% | +1.0% |
Q2 2019 | $304,000 | +5.2% | 8,896 | 0.0% | 0.20% | +0.5% |
Q1 2019 | $289,000 | +4.7% | 8,896 | -6.1% | 0.20% | -5.6% |
Q4 2018 | $276,000 | -3.5% | 9,477 | 0.0% | 0.21% | +0.9% |
Q3 2018 | $286,000 | -0.3% | 9,477 | 0.0% | 0.21% | 0.0% |
Q2 2018 | $287,000 | +1.4% | 9,477 | 0.0% | 0.21% | -2.8% |
Q1 2018 | $283,000 | -6.6% | 9,477 | -3.6% | 0.22% | -1.8% |
Q4 2017 | $303,000 | – | 9,829 | – | 0.22% | – |
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% |