FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,365,768 | -4.6% | 170,253 | +2.3% | 2.76% | -5.9% |
| Q2 2023 | $6,671,472 | +123.6% | 166,412 | +124.0% | 2.93% | +103.2% |
| Q1 2023 | $2,984,178 | +5.8% | 74,307 | +5.1% | 1.44% | -4.0% |
| Q4 2022 | $2,820,549 | +12.7% | 70,673 | +1.1% | 1.50% | +14.1% |
| Q3 2022 | $2,503,000 | +6.0% | 69,931 | +15.0% | 1.32% | +13.3% |
| Q2 2022 | $2,361,000 | +132.6% | 60,823 | +153.5% | 1.16% | +177.8% |
| Q1 2022 | $1,015,000 | +44.4% | 23,994 | +46.8% | 0.42% | +46.2% |
| Q4 2021 | $703,000 | +440.8% | 16,344 | +392.4% | 0.29% | +376.7% |
| Q3 2021 | $130,000 | -96.2% | 3,319 | -96.6% | 0.06% | -97.4% |
| Q4 2020 | $3,411,000 | +23.1% | 97,280 | +10.4% | 2.35% | +11.2% |
| Q3 2020 | $2,771,000 | +5.1% | 88,101 | +1.3% | 2.12% | -0.5% |
| Q2 2020 | $2,636,000 | +33.3% | 86,959 | +21.6% | 2.12% | +16.8% |
| Q1 2020 | $1,978,000 | +233.0% | 71,484 | +333.6% | 1.82% | +376.2% |
| Q4 2019 | $594,000 | – | 16,488 | – | 0.38% | – |
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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% |