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 | $473,614 | -7.7% | 11,622 | -4.4% | 0.10% | -13.6% |
| Q1 2024 | $513,367 | +3.8% | 12,156 | -0.3% | 0.11% | -2.7% |
| Q4 2023 | $494,726 | -2.3% | 12,197 | -10.0% | 0.11% | -19.9% |
| Q3 2023 | $506,537 | -9.4% | 13,547 | -2.9% | 0.14% | -4.7% |
| Q2 2023 | $559,152 | -1.0% | 13,947 | -0.8% | 0.15% | -5.7% |
| Q1 2023 | $564,665 | -0.2% | 14,060 | -0.9% | 0.16% | -6.0% |
| Q4 2022 | $566,059 | +5.4% | 14,183 | -5.5% | 0.17% | -6.2% |
| Q3 2022 | $537,000 | +9.8% | 15,001 | +19.0% | 0.18% | +11.2% |
| Q2 2022 | $489,000 | -10.6% | 12,601 | -2.6% | 0.16% | -7.0% |
| Q1 2022 | $547,000 | -3.5% | 12,935 | -1.8% | 0.17% | -5.5% |
| Q4 2021 | $567,000 | +9.0% | 13,166 | -0.6% | 0.18% | -1.6% |
| Q3 2021 | $520,000 | +2.8% | 13,251 | +4.3% | 0.18% | +1.6% |
| Q2 2021 | $506,000 | -1.6% | 12,701 | -6.0% | 0.18% | -7.1% |
| Q1 2021 | $514,000 | +3.2% | 13,510 | -4.8% | 0.20% | -3.4% |
| Q4 2020 | $498,000 | -0.4% | 14,193 | -10.6% | 0.20% | -12.1% |
| Q3 2020 | $500,000 | +3.7% | 15,868 | 0.0% | 0.23% | -1.3% |
| Q2 2020 | $482,000 | +16.4% | 15,868 | +6.2% | 0.23% | -15.2% |
| Q1 2020 | $414,000 | -3.0% | 14,944 | +26.4% | 0.28% | -1.1% |
| Q4 2019 | $427,000 | – | 11,826 | – | 0.28% | – |
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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% |