FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,177,816 | -7.3% | 58,246 | -0.6% | 1.02% | -4.2% |
| Q2 2023 | $2,349,501 | -0.7% | 58,606 | -0.5% | 1.07% | -6.6% |
| Q1 2023 | $2,365,864 | +0.0% | 58,911 | -0.6% | 1.14% | -5.7% |
| Q4 2022 | $2,365,638 | +13.7% | 59,274 | +2.0% | 1.21% | +4.5% |
| Q3 2022 | $2,080,000 | -6.9% | 58,113 | +0.9% | 1.16% | -2.4% |
| Q2 2022 | $2,235,000 | -8.3% | 57,582 | -0.1% | 1.19% | +6.4% |
| Q1 2022 | $2,437,000 | -3.3% | 57,617 | -1.5% | 1.12% | +1.8% |
| Q4 2021 | $2,519,000 | +9.0% | 58,521 | -0.8% | 1.10% | -2.0% |
| Q3 2021 | $2,312,000 | -0.1% | 58,968 | +1.4% | 1.12% | +0.3% |
| Q2 2021 | $2,314,000 | +4.6% | 58,182 | -0.1% | 1.12% | -2.1% |
| Q1 2021 | $2,212,000 | +6.4% | 58,240 | -1.8% | 1.14% | +4.7% |
| Q4 2020 | $2,079,000 | +11.1% | 59,294 | -0.4% | 1.09% | +0.9% |
| Q3 2020 | $1,872,000 | -2.0% | 59,523 | -5.6% | 1.08% | -12.9% |
| Q2 2020 | $1,910,000 | +9.8% | 63,026 | +0.3% | 1.24% | -9.9% |
| Q1 2020 | $1,739,000 | -24.1% | 62,836 | -1.3% | 1.38% | +6.7% |
| Q4 2019 | $2,292,000 | +4.7% | 63,633 | +1.3% | 1.29% | -11.0% |
| Q3 2019 | $2,190,000 | +7.3% | 62,823 | +3.8% | 1.45% | +4.1% |
| Q2 2019 | $2,041,000 | +11.5% | 60,501 | +7.3% | 1.39% | +5.5% |
| Q1 2019 | $1,830,000 | +13.5% | 56,360 | +1.6% | 1.32% | -2.5% |
| Q4 2018 | $1,613,000 | – | 55,498 | – | 1.35% | – |
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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% |