FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 328 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $159,000 | -20.9% | 3,750 | -19.8% | 0.07% | -20.4% |
| Q4 2021 | $201,000 | +29.7% | 4,678 | +18.7% | 0.09% | +16.2% |
| Q3 2021 | $155,000 | +18.3% | 3,942 | +19.8% | 0.08% | +21.2% |
| Q2 2021 | $131,000 | -25.6% | 3,291 | -28.9% | 0.07% | -31.2% |
| Q1 2021 | $176,000 | +1855.6% | 4,630 | +1715.7% | 0.10% | +1820.0% |
| Q4 2020 | $9,000 | +12.5% | 255 | -4.5% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | -42.9% | 267 | -41.3% | 0.01% | -44.4% |
| Q2 2020 | $14,000 | +133.3% | 455 | +102.2% | 0.01% | +125.0% |
| Q1 2020 | $6,000 | -40.0% | 225 | -16.0% | 0.00% | -55.6% |
| Q4 2019 | $10,000 | – | 268 | – | 0.01% | – |
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% |