FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 478 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,209,004 | -5.5% | 78,749 | -2.1% | 0.08% | -10.6% |
| Q1 2024 | $3,396,777 | +12.3% | 80,435 | +7.8% | 0.08% | -5.6% |
| Q4 2023 | $3,025,260 | -39.5% | 74,587 | -44.3% | 0.09% | -50.0% |
| Q3 2023 | $5,003,279 | +185.4% | 133,813 | +206.1% | 0.18% | +160.9% |
| Q2 2023 | $1,752,786 | +8.3% | 43,721 | +8.5% | 0.07% | +1.5% |
| Q1 2023 | $1,618,992 | +14.1% | 40,314 | +13.4% | 0.07% | +9.7% |
| Q4 2022 | $1,419,296 | +12.6% | 35,562 | +1.0% | 0.06% | +3.3% |
| Q3 2022 | $1,261,000 | -7.9% | 35,225 | -0.1% | 0.06% | -7.7% |
| Q2 2022 | $1,369,000 | -43.5% | 35,273 | -38.5% | 0.06% | -39.3% |
| Q1 2022 | $2,425,002 | +89.7% | 57,329 | +93.1% | 0.11% | +101.9% |
| Q4 2021 | $1,278,000 | +13.1% | 29,696 | +3.0% | 0.05% | -1.9% |
| Q3 2021 | $1,130,000 | -2.2% | 28,819 | -0.3% | 0.05% | -5.3% |
| Q2 2021 | $1,156,000 | +5.9% | 28,900 | +1.0% | 0.06% | -8.1% |
| Q1 2021 | $1,092,000 | +5.7% | 28,607 | -2.8% | 0.06% | -17.3% |
| Q4 2020 | $1,033,000 | +7.8% | 29,441 | -3.3% | 0.08% | -12.8% |
| Q3 2020 | $958,000 | +3.7% | 30,441 | -0.1% | 0.09% | -6.5% |
| Q2 2020 | $924,000 | -63.5% | 30,485 | -66.6% | 0.09% | -73.0% |
| Q1 2020 | $2,530,000 | -30.5% | 91,393 | -9.5% | 0.34% | -25.2% |
| Q4 2019 | $3,640,000 | +23.1% | 101,023 | +19.2% | 0.46% | -1.7% |
| Q3 2019 | $2,956,000 | +21.8% | 84,773 | +17.9% | 0.46% | +14.0% |
| Q2 2019 | $2,427,000 | -12.4% | 71,927 | -15.7% | 0.41% | -3.3% |
| Q1 2019 | $2,771,000 | +207.9% | 85,343 | +175.8% | 0.42% | +114.8% |
| Q4 2018 | $900,000 | -6.3% | 30,947 | +1.9% | 0.20% | +0.5% |
| Q3 2018 | $961,000 | +0.2% | 30,364 | -4.2% | 0.20% | -14.8% |
| Q2 2018 | $959,000 | +0.9% | 31,685 | -0.3% | 0.23% | -3.0% |
| Q1 2018 | $950,000 | -7.5% | 31,792 | -4.5% | 0.24% | -35.7% |
| Q4 2017 | $1,027,000 | +15.0% | 33,280 | +10.9% | 0.37% | -6.6% |
| Q3 2017 | $893,000 | +11.3% | 30,001 | +9.4% | 0.39% | -4.8% |
| Q2 2017 | $802,000 | +2.2% | 27,428 | +1.4% | 0.41% | -11.4% |
| Q1 2017 | $785,000 | – | 27,047 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |