FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,122,929 | -47.3% | 30,033 | -43.5% | 0.64% | -43.7% |
| Q2 2023 | $2,129,496 | -1.3% | 53,118 | -1.2% | 1.14% | -9.9% |
| Q1 2023 | $2,158,438 | -0.5% | 53,746 | -1.1% | 1.27% | -9.2% |
| Q4 2022 | $2,169,015 | +11.3% | 54,348 | -0.1% | 1.40% | -1.5% |
| Q3 2022 | $1,948,000 | -14.3% | 54,418 | -7.0% | 1.42% | -10.3% |
| Q2 2022 | $2,272,000 | -9.8% | 58,531 | -1.7% | 1.58% | +5.8% |
| Q1 2022 | $2,519,000 | -3.7% | 59,562 | -2.0% | 1.50% | +11.5% |
| Q4 2021 | $2,615,000 | -1.5% | 60,754 | -10.3% | 1.34% | -0.7% |
| Q3 2021 | $2,654,000 | -14.9% | 67,708 | -13.7% | 1.35% | -16.3% |
| Q2 2021 | $3,119,000 | -77.6% | 78,432 | -78.6% | 1.62% | -78.7% |
| Q1 2021 | $13,939,000 | +8.4% | 367,004 | +0.1% | 7.56% | -13.0% |
| Q4 2020 | $12,856,000 | +86.5% | 366,608 | +61.3% | 8.69% | +50.1% |
| Q3 2020 | $6,892,000 | +0.1% | 227,311 | +0.1% | 5.79% | +0.0% |
| Q2 2020 | $6,885,000 | +3641.8% | 227,097 | +3309.9% | 5.79% | +3208.6% |
| Q1 2020 | $184,000 | – | 6,660 | – | 0.18% | – |
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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% |