FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,489,733 | -5.6% | 39,843 | +1.3% | 0.80% | -3.8% |
| Q2 2023 | $1,577,502 | -3.4% | 39,349 | -3.2% | 0.83% | -15.3% |
| Q1 2023 | $1,633,178 | +3.5% | 40,667 | +2.8% | 0.98% | +34.9% |
| Q4 2022 | $1,578,247 | +6.2% | 39,545 | -4.8% | 0.73% | -32.3% |
| Q3 2022 | $1,486,000 | -8.7% | 41,518 | -0.9% | 1.08% | -3.2% |
| Q2 2022 | $1,627,000 | -8.2% | 41,914 | -0.0% | 1.11% | +7.9% |
| Q1 2022 | $1,773,000 | +3.8% | 41,915 | +5.6% | 1.03% | +8.2% |
| Q4 2021 | $1,708,000 | +6.0% | 39,684 | -3.5% | 0.95% | -3.4% |
| Q3 2021 | $1,612,000 | -8.4% | 41,112 | -7.1% | 0.99% | -9.1% |
| Q2 2021 | $1,759,000 | -2.4% | 44,238 | -6.8% | 1.08% | -5.8% |
| Q1 2021 | $1,803,000 | +19.6% | 47,480 | +10.5% | 1.15% | +7.3% |
| Q4 2020 | $1,507,000 | +16.1% | 42,968 | +4.2% | 1.07% | +5.6% |
| Q3 2020 | $1,298,000 | -3.3% | 41,249 | -6.8% | 1.02% | -5.9% |
| Q2 2020 | $1,342,000 | +10.0% | 44,251 | +0.4% | 1.08% | -4.0% |
| Q1 2020 | $1,220,000 | -19.1% | 44,058 | +5.3% | 1.13% | -2.8% |
| Q4 2019 | $1,508,000 | – | 41,846 | – | 1.16% | – |
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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% |