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 | $8,138,606 | +1.8% | 217,668 | +9.2% | 2.23% | -66.4% |
| Q2 2023 | $7,991,402 | -34.0% | 199,338 | -33.9% | 6.64% | +100.8% |
| Q1 2023 | $12,114,878 | -4.5% | 301,667 | -5.1% | 3.31% | -45.4% |
| Q4 2022 | $12,687,419 | +11.6% | 317,902 | +0.1% | 6.06% | +0.5% |
| Q3 2022 | $11,366,000 | -24.8% | 317,562 | -18.5% | 6.03% | -20.7% |
| Q2 2022 | $15,119,000 | -8.4% | 389,563 | -0.2% | 7.60% | +7.2% |
| Q1 2022 | $16,504,000 | -8.3% | 390,166 | -7.2% | 7.09% | -4.5% |
| Q4 2021 | $17,991,000 | +10.8% | 420,273 | -87.7% | 7.43% | +16.9% |
| Q3 2021 | $16,242,000 | -14.3% | 3,425,841 | +619.2% | 6.35% | -37.8% |
| Q2 2021 | $18,944,000 | -7.7% | 476,338 | -11.9% | 10.21% | +20.3% |
| Q1 2021 | $20,533,000 | +11.5% | 540,613 | +3.0% | 8.49% | +7.6% |
| Q4 2020 | $18,412,000 | – | 525,027 | – | 7.89% | – |
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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% |