FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,514 | -12.6% | 9,642 | -6.3% | 0.23% | -8.0% |
| Q2 2023 | $412,606 | +3.4% | 10,292 | +3.5% | 0.25% | -2.7% |
| Q1 2023 | $399,190 | +0.6% | 9,940 | 0.0% | 0.26% | -2.3% |
| Q4 2022 | $396,705 | +11.4% | 9,940 | 0.0% | 0.26% | +6.0% |
| Q3 2022 | $356,000 | -7.8% | 9,940 | 0.0% | 0.25% | -5.0% |
| Q2 2022 | $386,000 | -7.0% | 9,940 | +1.3% | 0.26% | +12.9% |
| Q1 2022 | $415,000 | +12.8% | 9,815 | +10.7% | 0.23% | +20.2% |
| Q4 2021 | $368,000 | -2.9% | 8,863 | -2.6% | 0.19% | +4.3% |
| Q3 2021 | $379,000 | +4.4% | 9,103 | +1.2% | 0.18% | -4.1% |
| Q2 2021 | $363,000 | 0.0% | 8,993 | -4.3% | 0.19% | -9.0% |
| Q1 2021 | $363,000 | -11.9% | 9,393 | -20.0% | 0.21% | -18.8% |
| Q4 2020 | $412,000 | -18.1% | 11,746 | -23.4% | 0.26% | -27.9% |
| Q3 2020 | $503,000 | -44.4% | 15,326 | -48.3% | 0.36% | -53.0% |
| Q2 2020 | $905,000 | +10.6% | 29,621 | +6.0% | 0.77% | -5.4% |
| Q1 2020 | $818,000 | +22.6% | 27,938 | +50.8% | 0.82% | +35.2% |
| Q4 2019 | $667,000 | – | 18,522 | – | 0.60% | – |
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% |