FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,754 | -9.0% | 18,602 | -8.9% | 0.42% | -14.4% |
| Q1 2023 | $819,746 | -14.8% | 20,412 | -15.3% | 0.49% | -31.1% |
| Q4 2022 | $961,791 | +11.4% | 24,099 | 0.0% | 0.71% | +4.2% |
| Q3 2022 | $863,000 | -8.9% | 24,099 | -1.2% | 0.68% | -1.2% |
| Q2 2022 | $947,000 | -14.1% | 24,394 | -6.4% | 0.69% | -1.4% |
| Q1 2022 | $1,102,000 | -6.6% | 26,060 | -4.9% | 0.70% | -3.8% |
| Q4 2021 | $1,180,000 | -6.7% | 27,411 | -15.1% | 0.73% | -15.7% |
| Q3 2021 | $1,265,000 | -1.5% | 32,282 | 0.0% | 0.87% | -13.0% |
| Q2 2021 | $1,284,000 | +3.0% | 32,282 | -1.7% | 1.00% | -11.6% |
| Q1 2021 | $1,247,000 | -2.6% | 32,834 | -10.1% | 1.13% | -2.7% |
| Q4 2020 | $1,280,000 | +10.3% | 36,505 | -1.0% | 1.16% | -3.3% |
| Q3 2020 | $1,160,000 | +1.4% | 36,878 | -2.3% | 1.20% | -12.6% |
| Q2 2020 | $1,144,000 | -2.2% | 37,741 | -10.7% | 1.37% | -11.4% |
| Q1 2020 | $1,170,000 | -28.3% | 42,272 | +86169.4% | 1.55% | +23.8% |
| Q4 2019 | $1,632,000 | – | 49 | – | 1.25% | – |
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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% |