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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $15,506,000 | +15.3% | 395,618 | +17.0% | 10.36% | +13.0% |
| Q2 2021 | $13,448,000 | +191.8% | 338,111 | +178.1% | 9.17% | +167.7% |
| Q1 2021 | $4,608,000 | -39.3% | 121,567 | -43.9% | 3.42% | -40.2% |
| Q4 2020 | $7,590,000 | +13.4% | 216,596 | +2.0% | 5.72% | +1.1% |
| Q3 2020 | $6,694,000 | +55.1% | 212,399 | +49.2% | 5.66% | +37.6% |
| Q2 2020 | $4,317,000 | +2.3% | 142,357 | -6.6% | 4.11% | -26.3% |
| Q1 2020 | $4,221,000 | +33.0% | 152,464 | +73.1% | 5.58% | +69.6% |
| Q4 2019 | $3,174,000 | – | 88,101 | – | 3.29% | – |
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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% |