FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $51,562 | +7.0% | 1,310 | 0.0% | 0.02% | -3.8% |
| Q3 2023 | $48,169 | -8.2% | 1,310 | 0.0% | 0.03% | -13.3% |
| Q2 2023 | $52,479 | -0.2% | 1,310 | 0.0% | 0.03% | -6.2% |
| Q1 2023 | $52,573 | -0.3% | 1,310 | 0.0% | 0.03% | -11.1% |
| Q4 2022 | $52,713 | +5.4% | 1,310 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $50,000 | -3.8% | 1,310 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $52,000 | -3.7% | 1,310 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $54,000 | -3.6% | 1,310 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $56,000 | +7.7% | 1,310 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $52,000 | 0.0% | 1,310 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $52,000 | +4.0% | 1,310 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $50,000 | +8.7% | 1,310 | 0.0% | 0.04% | -6.8% |
| Q4 2020 | $46,000 | +12.2% | 1,310 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $41,000 | +2.5% | 1,310 | 0.0% | 0.04% | +2.3% |
| Q2 2020 | $40,000 | +8.1% | 1,310 | 0.0% | 0.04% | -4.3% |
| Q1 2020 | $37,000 | -27.5% | 1,310 | -7.4% | 0.05% | -6.1% |
| Q4 2019 | $51,000 | – | 1,415 | – | 0.05% | – |
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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% |