FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,156,957 | +1.7% | 28,859 | +1.9% | 2.48% | -7.9% |
| Q1 2023 | $1,137,893 | +4.6% | 28,334 | +3.9% | 2.69% | -14.3% |
| Q4 2022 | $1,088,266 | +28.5% | 27,268 | +15.3% | 3.14% | +21.3% |
| Q3 2022 | $847,000 | -11.2% | 23,657 | -3.7% | 2.59% | +4.5% |
| Q2 2022 | $954,000 | -9.3% | 24,576 | -1.2% | 2.48% | +9.5% |
| Q1 2022 | $1,052,000 | -14.3% | 24,874 | -20.5% | 2.26% | -2.1% |
| Q3 2021 | $1,227,000 | -2.2% | 31,290 | -0.8% | 2.31% | +1.2% |
| Q2 2021 | $1,254,000 | +8.4% | 31,527 | +3.5% | 2.28% | +2.7% |
| Q1 2021 | $1,157,000 | +9.8% | 30,453 | +1.3% | 2.22% | +5.0% |
| Q4 2020 | $1,054,000 | – | 30,051 | – | 2.12% | – |
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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% |