INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - FIRST TR VALUE LINE DIVID IN ownership

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FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$3,285,065
-7.9%
87,695
-1.4%
0.45%
-6.2%
Q2 2023$3,566,168
+1.7%
88,954
+1.9%
0.48%
-5.5%
Q1 2023$3,506,558
-9.3%
87,315
-9.9%
0.51%
+27.0%
Q4 2022$3,866,466
+11.9%
96,880
+0.4%
0.40%
-46.2%
Q3 2022$3,454,000
-3.7%
96,499
+4.4%
0.74%
+131.5%
Q2 2022$3,588,000
-14.9%
92,442
-7.2%
0.32%
-57.8%
Q1 2022$4,214,000
+1.1%
99,613
+2.8%
0.76%
+4.4%
Q4 2021$4,170,000
+39.0%
96,880
+26.6%
0.73%
+36.3%
Q3 2021$3,000,000
+5.2%
76,530
+6.7%
0.53%
+1.3%
Q2 2021$2,852,000
-31.6%
71,723
-36.8%
0.53%
+37.2%
Q1 2021$4,172,000
+148.0%
113,540
+136.7%
0.38%
+25.5%
Q4 2020$1,682,000
+11.5%
47,968
-0.0%
0.31%
-18.4%
Q3 2020$1,509,000
+23.6%
47,974
+19.1%
0.38%
+28.4%
Q2 2020$1,221,000
+13.4%
40,267
+3.5%
0.29%
-11.2%
Q1 2020$1,077,000–38,914–0.33%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2021
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 746,763$17,835,0007.08%
Rehmann Capital Advisory Group 853,512$20,382,0004.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 389,260$9,296,0002.36%
LifePlan Financial Group, Inc 52,929$1,264,0000.90%
Concorde Asset Management, LLC 31,100$743,0000.83%
Kovack Advisors, Inc. 37,563$897,0000.59%
Affiance Financial, LLC 23,105$552,0000.57%
Johanson Financial Advisors, Inc. 15,680$375,0000.49%
Citizens Business Bank 86,382$2,063,0000.40%
INVESTMENT CENTERS OF AMERICA INC 122,524$2,922,0000.38%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders