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 | $58,067 | -6.7% | 1,553 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $62,260 | -0.2% | 1,553 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $62,368 | +0.6% | 1,553 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $61,980 | -19.5% | 1,553 | -27.5% | 0.02% | -21.7% |
| Q3 2022 | $77,000 | -7.2% | 2,142 | 0.0% | 0.02% | -8.0% |
| Q2 2022 | $83,000 | +88.6% | 2,142 | +107.6% | 0.02% | +108.3% |
| Q1 2022 | $44,000 | 0.0% | 1,032 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $44,000 | +10.0% | 1,032 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $40,000 | -2.4% | 1,032 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $41,000 | +5.1% | 1,032 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $39,000 | +8.3% | 1,032 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $36,000 | +9.1% | 1,032 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | – | 1,032 | – | 0.01% | – |
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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% |