FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 525 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $599,048 | -9.0% | 14,701 | -5.6% | 0.02% | -14.3% |
| Q1 2024 | $657,993 | +73.6% | 15,581 | +66.8% | 0.02% | +61.5% |
| Q4 2023 | $378,967 | -22.0% | 9,343 | -28.1% | 0.01% | -45.8% |
| 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% | – |
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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% |