FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $684,038 | -0.4% | 17,062 | +0.1% | 0.63% | -0.5% |
| Q1 2023 | $687,103 | +5.3% | 17,053 | +4.3% | 0.64% | +7.8% |
| Q4 2022 | $652,537 | +11.0% | 16,350 | -0.5% | 0.59% | +10.3% |
| Q3 2022 | $588,000 | -7.3% | 16,440 | +0.6% | 0.54% | +1.7% |
| Q2 2022 | $634,000 | -8.1% | 16,338 | +0.0% | 0.53% | +6.9% |
| Q1 2022 | $690,000 | -1.4% | 16,333 | -0.2% | 0.49% | +1.7% |
| Q4 2021 | $700,000 | +11.8% | 16,366 | +3.1% | 0.48% | +9.0% |
| Q3 2021 | $626,000 | -9.1% | 15,874 | -7.5% | 0.44% | -12.6% |
| Q2 2021 | $689,000 | +12.6% | 17,169 | +8.1% | 0.51% | +11.6% |
| Q1 2021 | $612,000 | +19.8% | 15,879 | +8.8% | 0.46% | +6.3% |
| Q4 2020 | $511,000 | +9.7% | 14,598 | -1.6% | 0.43% | -11.4% |
| Q3 2020 | $466,000 | -1.5% | 14,839 | -5.0% | 0.48% | -4.5% |
| Q2 2020 | $473,000 | +13.2% | 15,626 | +3.5% | 0.51% | +3.9% |
| Q1 2020 | $418,000 | -19.9% | 15,093 | +4.1% | 0.49% | -2.2% |
| Q4 2019 | $522,000 | – | 14,496 | – | 0.50% | – |
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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% |