FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,929,602 | +57.6% | 131,843 | +69.0% | 2.98% | +49.0% |
| Q2 2023 | $3,127,154 | +8.3% | 78,008 | +8.5% | 2.00% | -6.6% |
| Q1 2023 | $2,888,332 | +12.3% | 71,920 | +11.6% | 2.14% | -6.9% |
| Q4 2022 | $2,572,979 | +8.2% | 64,469 | -3.0% | 2.30% | +11.0% |
| Q3 2022 | $2,378,000 | +142.2% | 66,457 | +162.5% | 2.07% | +157.1% |
| Q2 2022 | $982,000 | +123.7% | 25,316 | +143.7% | 0.81% | +195.2% |
| Q1 2022 | $439,000 | +87.6% | 10,389 | +91.0% | 0.27% | +123.8% |
| Q4 2021 | $234,000 | 0.0% | 5,438 | -35.6% | 0.12% | -61.1% |
| Q1 2020 | $234,000 | -23.0% | 8,445 | 0.0% | 0.31% | -8.2% |
| Q4 2019 | $304,000 | +3.4% | 8,445 | 0.0% | 0.34% | -7.8% |
| Q3 2019 | $294,000 | +3.2% | 8,445 | 0.0% | 0.37% | +8.8% |
| Q2 2019 | $285,000 | +4.0% | 8,445 | 0.0% | 0.34% | -5.5% |
| Q1 2019 | $274,000 | -7.1% | 8,445 | -16.7% | 0.36% | -28.2% |
| Q4 2018 | $295,000 | – | 10,135 | – | 0.50% | – |
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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% |