FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 402 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,584 | +6.0% | 7,499 | +9.9% | 0.11% | +6.0% |
| Q1 2024 | $288,178 | +7.5% | 6,824 | +3.2% | 0.10% | -9.1% |
| Q4 2023 | $268,183 | +10.6% | 6,612 | +2.0% | 0.11% | -6.0% |
| Q3 2023 | $242,399 | -9.6% | 6,483 | -3.1% | 0.12% | -12.0% |
| Q2 2023 | $268,202 | -0.6% | 6,690 | -0.4% | 0.13% | -8.9% |
| Q1 2023 | $269,715 | +2.0% | 6,716 | +1.3% | 0.15% | +8.1% |
| Q4 2022 | $264,484 | +49.4% | 6,627 | +45.0% | 0.14% | +46.7% |
| Q2 2022 | $177,000 | +59.5% | 4,569 | +76.9% | 0.09% | +84.0% |
| Q4 2021 | $111,000 | +60.9% | 2,583 | +47.3% | 0.05% | +51.5% |
| Q3 2021 | $69,000 | +11.3% | 1,753 | +7.4% | 0.03% | -8.3% |
| Q1 2021 | $62,000 | +51.2% | 1,632 | +41.9% | 0.04% | +16.1% |
| Q4 2019 | $41,000 | – | 1,150 | – | 0.03% | – |
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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% |