FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,487,455 | +1.0% | 1,350,293 | +8.3% | 0.50% | -1.0% |
| Q2 2023 | $49,997,522 | -0.1% | 1,247,132 | +0.0% | 0.50% | -7.7% |
| Q1 2023 | $50,064,679 | -18.8% | 1,246,631 | -19.3% | 0.54% | -0.9% |
| Q4 2022 | $61,618,326 | -99.8% | 1,543,932 | -31.8% | 0.55% | +26.3% |
| Q3 2022 | $40,573,533,000 | +69087.3% | 2,265,048 | +49.9% | 0.43% | -28.0% |
| Q2 2022 | $58,643,000 | +23.6% | 1,511,018 | +34.7% | 0.60% | +22.1% |
| Q1 2022 | $47,451,000 | +0.5% | 1,121,771 | +2.3% | 0.49% | +3.3% |
| Q4 2021 | $47,199,000 | -5.1% | 1,096,631 | -13.6% | 0.48% | -3.8% |
| Q3 2021 | $49,729,000 | +1.9% | 1,268,586 | +3.3% | 0.50% | -10.3% |
| Q2 2021 | $48,824,000 | +14.7% | 1,227,649 | +9.6% | 0.55% | +2.6% |
| Q1 2021 | $42,555,000 | +6.6% | 1,120,454 | -2.2% | 0.54% | +16.6% |
| Q4 2020 | $39,935,000 | -99.9% | 1,146,227 | +7.4% | 0.46% | -27.1% |
| Q3 2020 | $34,014,000,000 | – | 1,067,082 | – | 0.64% | – |
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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% |