FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $428,000 | -2.1% | 10,907 | -0.8% | 0.37% | -2.7% |
| Q2 2021 | $437,000 | +4.8% | 11,000 | +0.1% | 0.38% | +1.3% |
| Q1 2021 | $417,000 | -23.6% | 10,991 | -29.4% | 0.37% | -27.8% |
| Q4 2020 | $546,000 | +5.6% | 15,559 | -5.3% | 0.52% | +6.4% |
| Q3 2020 | $517,000 | -7.3% | 16,428 | -9.5% | 0.48% | -13.9% |
| Q2 2020 | $558,000 | +49.6% | 18,159 | +34.8% | 0.56% | +52.3% |
| Q1 2020 | $373,000 | – | 13,469 | – | 0.37% | – |
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% |