FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,619,436 | -0.7% | 40,395 | -0.5% | 0.06% | -12.7% |
| Q1 2023 | $1,630,536 | -2.0% | 40,601 | -2.6% | 0.07% | -12.3% |
| Q4 2022 | $1,663,010 | +3.2% | 41,669 | -7.4% | 0.08% | -10.0% |
| Q3 2022 | $1,611,000 | -13.0% | 45,008 | -5.7% | 0.09% | -15.1% |
| Q2 2022 | $1,852,000 | -12.4% | 47,718 | -4.5% | 0.11% | -11.7% |
| Q1 2022 | $2,114,000 | -3.1% | 49,971 | -1.4% | 0.12% | -2.4% |
| Q4 2021 | $2,181,000 | +16.3% | 50,683 | +6.0% | 0.12% | -3.1% |
| Q3 2021 | $1,875,000 | +5.7% | 47,830 | +7.2% | 0.13% | +0.8% |
| Q2 2021 | $1,774,000 | +9.6% | 44,598 | +4.6% | 0.13% | -12.5% |
| Q1 2021 | $1,619,000 | +25.8% | 42,626 | +16.2% | 0.14% | 0.0% |
| Q4 2020 | $1,287,000 | +35.6% | 36,688 | +21.6% | 0.14% | +13.4% |
| Q3 2020 | $949,000 | +237.7% | 30,171 | +225.5% | 0.13% | +195.3% |
| Q2 2020 | $281,000 | -10.5% | 9,268 | -18.3% | 0.04% | -29.5% |
| Q1 2020 | $314,000 | -20.3% | 11,347 | +3.7% | 0.06% | -24.7% |
| Q4 2019 | $394,000 | +22.7% | 10,941 | +18.8% | 0.08% | +55.8% |
| Q3 2019 | $321,000 | +24.9% | 9,206 | +20.6% | 0.05% | +18.2% |
| Q2 2019 | $257,000 | – | 7,631 | – | 0.04% | – |
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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% |