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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,001 | -95.4% | 12,998 | -95.1% | 0.02% | -95.3% |
| Q2 2023 | $10,542,353 | +27.5% | 262,967 | +27.7% | 0.51% | +0.2% |
| Q1 2023 | $8,271,687 | +1571.6% | 205,968 | +1561.2% | 0.51% | +1348.6% |
| Q4 2022 | $494,845 | +72.4% | 12,399 | +54.5% | 0.04% | +45.8% |
| Q3 2022 | $287,000 | -8.3% | 8,024 | -0.4% | 0.02% | -7.7% |
| Q2 2022 | $313,000 | -6.8% | 8,053 | +1.2% | 0.03% | +8.3% |
| Q1 2022 | $336,000 | -18.6% | 7,955 | -17.2% | 0.02% | -22.6% |
| Q4 2021 | $413,000 | – | 9,602 | – | 0.03% | – |
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% |