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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,560,554 | +5.7% | 88,814 | +5.9% | 0.46% | -13.7% |
Q1 2023 | $3,367,988 | +38.3% | 83,864 | +37.4% | 0.53% | +26.1% |
Q4 2022 | $2,435,391 | -4.3% | 61,024 | -14.2% | 0.42% | -7.5% |
Q3 2022 | $2,544,000 | -6.8% | 71,152 | -1.9% | 0.46% | -7.0% |
Q2 2022 | $2,729,000 | -1.3% | 72,539 | +9.9% | 0.49% | -42.5% |
Q1 2022 | $2,766,000 | -6.4% | 66,000 | -3.9% | 0.85% | +58.3% |
Q4 2021 | $2,954,000 | -3.7% | 68,667 | -12.3% | 0.54% | -27.5% |
Q3 2021 | $3,069,000 | +10.4% | 78,302 | +11.6% | 0.74% | -47.5% |
Q2 2021 | $2,780,000 | +37.1% | 70,135 | +12.6% | 1.41% | +12.7% |
Q1 2021 | $2,027,000 | +64.8% | 62,280 | +77.6% | 1.25% | +32.6% |
Q4 2020 | $1,230,000 | – | 35,076 | – | 0.94% | – |
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% |