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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,681 | -12.8% | 30,905 | -6.5% | 0.07% | -11.5% |
| Q2 2023 | $1,325,005 | +2.1% | 33,050 | +2.2% | 0.08% | -4.9% |
| Q1 2023 | $1,298,341 | +1.4% | 32,329 | +0.7% | 0.08% | -11.8% |
| Q4 2022 | $1,280,757 | +10.5% | 32,091 | -1.0% | 0.09% | -1.1% |
| Q3 2022 | $1,159,000 | -99.9% | 32,402 | +0.2% | 0.09% | -1.1% |
| Q2 2022 | $1,254,712,000 | +91887.7% | 32,329 | +0.2% | 0.10% | +4.4% |
| Q1 2022 | $1,364,000 | -5.1% | 32,251 | -3.5% | 0.09% | -2.2% |
| Q4 2021 | $1,438,000 | +6.9% | 33,433 | -2.6% | 0.09% | -3.1% |
| Q3 2021 | $1,345,000 | -5.5% | 34,326 | -4.2% | 0.10% | -15.8% |
| Q2 2021 | $1,424,000 | -15.0% | 35,830 | -18.8% | 0.11% | -18.6% |
| Q1 2021 | $1,675,000 | +5.6% | 44,124 | -2.5% | 0.14% | -19.5% |
| Q4 2020 | $1,586,000 | – | 45,241 | – | 0.17% | – |
Download | ||||||
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% |