FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 525 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $390,165 | -1.8% | 9,575 | +1.8% | 0.38% | -5.5% |
| Q1 2024 | $397,368 | +3.6% | 9,410 | -0.5% | 0.40% | +2.3% |
| Q4 2023 | $383,616 | +5.8% | 9,458 | -2.5% | 0.39% | -0.3% |
| 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 | 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% |