FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,832 | -6.6% | 12,432 | +0.2% | 0.19% | -35.0% |
| Q2 2023 | $497,615 | -0.5% | 12,412 | -0.3% | 0.30% | +29.7% |
| Q1 2023 | $499,909 | +0.8% | 12,448 | +0.2% | 0.23% | -6.1% |
| Q4 2022 | $495,953 | +11.7% | 12,427 | +0.2% | 0.24% | -1.6% |
| Q3 2022 | $444,000 | -7.5% | 12,399 | +0.2% | 0.25% | -8.5% |
| Q2 2022 | $480,000 | -8.2% | 12,378 | +0.1% | 0.27% | +13.9% |
| Q1 2022 | $523,000 | -1.5% | 12,360 | +0.1% | 0.24% | +1.3% |
| Q4 2021 | $531,000 | +9.9% | 12,343 | +0.2% | 0.24% | +9.3% |
| Q3 2021 | $483,000 | +22.9% | 12,322 | +24.8% | 0.22% | +31.9% |
| Q2 2021 | $393,000 | +4.8% | 9,877 | +0.1% | 0.16% | -1.8% |
| Q1 2021 | $375,000 | +25.0% | 9,869 | +15.5% | 0.17% | +12.2% |
| Q4 2020 | $300,000 | – | 8,545 | – | 0.15% | – |
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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% |