FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,647 | -0.9% | 13,604 | +6.2% | 0.22% | +1.9% |
| Q2 2023 | $513,349 | +35.6% | 12,805 | +35.9% | 0.21% | +32.7% |
| Q1 2023 | $378,451 | -29.2% | 9,424 | -29.7% | 0.16% | -32.1% |
| Q4 2022 | $534,838 | +2.3% | 13,401 | -8.3% | 0.23% | -5.6% |
| Q3 2022 | $523,000 | -53.6% | 14,621 | -49.7% | 0.25% | -52.8% |
| Q2 2022 | $1,128,000 | -12.8% | 29,053 | -3.4% | 0.52% | -9.6% |
| Q1 2022 | $1,294,000 | 0.0% | 30,067 | 0.0% | 0.58% | 0.0% |
| Q4 2021 | $1,294,000 | – | 30,067 | – | 0.58% | – |
Download | ||||||
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% |