FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,878,931 | -8.6% | 50,252 | -2.0% | 0.08% | -9.3% |
| Q2 2023 | $2,056,159 | -1.6% | 51,301 | -1.4% | 0.09% | -11.3% |
| Q1 2023 | $2,089,331 | +7.4% | 52,026 | +6.7% | 0.10% | -2.0% |
| Q4 2022 | $1,944,807 | -36.5% | 48,739 | -43.1% | 0.10% | -42.4% |
| Q3 2022 | $3,063,000 | -8.5% | 85,585 | -0.8% | 0.17% | -6.5% |
| Q2 2022 | $3,349,000 | +18.3% | 86,282 | +29.5% | 0.18% | +11.5% |
| Q1 2022 | $2,830,000 | -2.4% | 66,635 | -3.5% | 0.16% | -7.8% |
| Q4 2021 | $2,901,000 | +10.1% | 69,076 | +2.7% | 0.18% | -1.6% |
| Q3 2021 | $2,636,000 | +7.2% | 67,253 | +7.6% | 0.18% | 0.0% |
| Q2 2021 | $2,459,000 | +31.1% | 62,495 | +26.6% | 0.18% | +1.1% |
| Q1 2021 | $1,875,000 | -8.2% | 49,380 | -15.2% | 0.18% | -14.7% |
| Q4 2020 | $2,042,000 | -36.8% | 58,245 | -43.3% | 0.21% | -46.9% |
| Q3 2020 | $3,233,000 | -11.8% | 102,737 | -15.1% | 0.40% | -33.8% |
| Q2 2020 | $3,665,000 | +68.0% | 120,946 | +53.5% | 0.60% | +3.8% |
| Q1 2020 | $2,181,000 | -53.2% | 78,786 | -39.1% | 0.58% | -44.3% |
| Q4 2019 | $4,659,000 | -1.8% | 129,302 | -4.9% | 1.04% | -9.4% |
| Q3 2019 | $4,744,000 | +55.2% | 136,035 | +50.1% | 1.14% | +49.1% |
| Q2 2019 | $3,057,000 | – | 90,612 | – | 0.77% | – |
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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% |