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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $537,310 | -5.7% | 13,359 | -6.6% | 0.11% | -15.2% |
| Q4 2022 | $569,984 | +18.7% | 14,300 | +6.6% | 0.13% | +3.1% |
| Q3 2022 | $480,000 | -8.9% | 13,419 | -1.2% | 0.13% | +14.3% |
| Q2 2022 | $527,000 | -13.7% | 13,586 | -6.0% | 0.11% | +2.8% |
| Q1 2022 | $611,000 | -3.2% | 14,456 | -1.5% | 0.11% | -0.9% |
| Q4 2021 | $631,000 | +3.4% | 14,670 | -1.6% | 0.11% | -1.8% |
| Q3 2021 | $610,000 | +16.2% | 14,902 | +17.1% | 0.11% | -10.4% |
| Q2 2021 | $525,000 | +4.4% | 12,722 | -0.8% | 0.12% | -2.3% |
| Q1 2021 | $503,000 | -17.7% | 12,825 | -26.4% | 0.13% | -53.1% |
| Q4 2020 | $611,000 | +1.3% | 17,423 | +0.1% | 0.27% | -7.8% |
| Q3 2020 | $603,000 | -31.9% | 17,412 | -35.9% | 0.30% | -12.7% |
| Q2 2020 | $886,000 | – | 27,173 | – | 0.34% | – |
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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% |