FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 253 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,551,823 | -11.5% | 94,994 | -5.1% | 0.23% | -6.1% |
Q2 2023 | $4,014,193 | +4.5% | 100,130 | +4.7% | 0.24% | -1.6% |
Q1 2023 | $3,840,357 | -16.4% | 95,626 | -16.9% | 0.25% | -23.1% |
Q4 2022 | $4,593,784 | +103714.3% | 115,104 | -6.9% | 0.32% | -6.4% |
Q3 2022 | $4,425 | +1.1% | 123,633 | +9.6% | 0.35% | 0.0% |
Q2 2022 | $4,378 | -16.5% | 112,799 | -9.0% | 0.35% | -2.5% |
Q1 2022 | $5,245 | -54.1% | 123,990 | -53.3% | 0.36% | -59.9% |
Q4 2021 | $11,422 | +14.7% | 265,378 | +4.4% | 0.88% | -9.0% |
Q3 2021 | $9,961 | -11.3% | 254,102 | -10.0% | 0.97% | -27.1% |
Q2 2021 | $11,230 | +54.5% | 282,374 | +47.5% | 1.33% | +18.1% |
Q1 2021 | $7,269 | -5.5% | 191,385 | -12.7% | 1.13% | -26.2% |
Q4 2020 | $7,692 | +34.6% | 219,338 | +20.7% | 1.53% | +12.2% |
Q3 2020 | $5,715 | -99.9% | 181,666 | -23.3% | 1.36% | -25.3% |
Q2 2020 | $7,182,000 | +134.3% | 236,857 | +113.9% | 1.83% | +131.0% |
Q1 2020 | $3,065,000 | +47.1% | 110,747 | +91.5% | 0.79% | +54.8% |
Q4 2019 | $2,083,000 | +69.5% | 57,819 | +64.1% | 0.51% | +63.3% |
Q3 2019 | $1,229,000 | +58.8% | 35,242 | +53.6% | 0.31% | +32.6% |
Q2 2019 | $774,000 | -12.5% | 22,946 | -15.8% | 0.24% | -27.4% |
Q1 2019 | $885,000 | +21.2% | 27,245 | +8.6% | 0.32% | -23.5% |
Q4 2018 | $730,000 | – | 25,097 | – | 0.42% | – |
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% |