FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,162,692 | -40.8% | 111,332 | -36.6% | 0.62% | -45.8% |
| Q2 2023 | $7,035,650 | -7.8% | 175,496 | -7.7% | 1.15% | -37.2% |
| Q1 2023 | $7,632,463 | -1.6% | 190,051 | -2.2% | 1.83% | -11.0% |
| Q4 2022 | $7,753,104 | -4.2% | 194,265 | -14.1% | 2.06% | -15.6% |
| Q3 2022 | $8,095,000 | -6.3% | 226,183 | +1.6% | 2.44% | -3.2% |
| Q2 2022 | $8,638,000 | -18.4% | 222,569 | -11.1% | 2.52% | -17.8% |
| Q1 2022 | $10,585,000 | -16.9% | 250,248 | -15.4% | 3.06% | +18.0% |
| Q4 2021 | $12,732,000 | +12.5% | 295,814 | +2.5% | 2.60% | +5.6% |
| Q3 2021 | $11,318,000 | -14.0% | 288,721 | -12.8% | 2.46% | -9.9% |
| Q2 2021 | $13,167,000 | -14.7% | 331,084 | -18.5% | 2.73% | -21.9% |
| Q1 2021 | $15,428,000 | +26.3% | 406,213 | +16.6% | 3.50% | +6.6% |
| Q4 2020 | $12,219,000 | +25.2% | 348,418 | +12.4% | 3.28% | -19.9% |
| Q3 2020 | $9,756,000 | – | 310,115 | – | 4.10% | – |
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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% |