FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $37,914 | +45.8% | 950 | +12.4% | 0.01% | -17.6% |
Q3 2018 | $26,000 | +4.0% | 845 | 0.0% | 0.02% | -5.6% |
Q2 2018 | $25,000 | 0.0% | 845 | 0.0% | 0.02% | -5.3% |
Q1 2018 | $25,000 | -3.8% | 845 | 0.0% | 0.02% | -5.0% |
Q4 2017 | $26,000 | +4.0% | 845 | 0.0% | 0.02% | -4.8% |
Q3 2017 | $25,000 | +4.2% | 845 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $24,000 | 0.0% | 845 | 0.0% | 0.02% | -4.5% |
Q1 2017 | $24,000 | +4.3% | 845 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $23,000 | +4.5% | 845 | 0.0% | 0.02% | +4.8% |
Q3 2016 | $22,000 | 0.0% | 845 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $22,000 | +4.8% | 845 | 0.0% | 0.02% | +5.0% |
Q1 2016 | $21,000 | – | 845 | – | 0.02% | – |
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% |