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 | $362,571 | -11.5% | 9,697 | -5.1% | 0.40% | -9.8% |
| Q2 2023 | $409,800 | -3.2% | 10,222 | -3.1% | 0.44% | +9.5% |
| Q1 2023 | $423,527 | -29.1% | 10,546 | -29.5% | 0.40% | -29.7% |
| Q4 2022 | $597,094 | -12.3% | 14,961 | -21.3% | 0.57% | -31.4% |
| Q3 2022 | $681,000 | -14.7% | 19,018 | -7.5% | 0.83% | -9.2% |
| Q2 2022 | $798,000 | +74.2% | 20,568 | +89.9% | 0.91% | +99.1% |
| Q1 2022 | $458,000 | – | 10,833 | – | 0.46% | – |
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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% |