FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 476 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 2021 | $376,000 | +3.3% | 8,745 | -5.9% | 0.14% | -5.4% |
| Q3 2021 | $364,000 | +0.8% | 9,289 | +2.3% | 0.15% | +0.7% |
| Q2 2021 | $361,000 | +6.8% | 9,080 | +1.9% | 0.15% | -4.5% |
| Q1 2021 | $338,000 | +8.0% | 8,912 | 0.0% | 0.16% | +2.6% |
| Q4 2020 | $313,000 | +11.8% | 8,912 | 0.0% | 0.15% | -12.2% |
| Q3 2020 | $280,000 | +3.3% | 8,912 | -0.4% | 0.17% | +1.8% |
| Q2 2020 | $271,000 | +9.3% | 8,947 | 0.0% | 0.17% | -47.8% |
| Q1 2020 | $248,000 | -23.9% | 8,947 | 0.0% | 0.32% | -7.2% |
| Q4 2019 | $326,000 | – | 8,947 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |