FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,652 | -6.7% | 5,554 | +0.1% | 0.09% | +3.4% |
Q2 2023 | $222,494 | +8.1% | 5,550 | +7.4% | 0.09% | -14.6% |
Q1 2023 | $205,797 | -37.6% | 5,168 | -37.5% | 0.10% | -32.2% |
Q4 2022 | $330,022 | +11.5% | 8,269 | +0.1% | 0.15% | +0.7% |
Q3 2022 | $296,000 | -16.6% | 8,264 | -9.6% | 0.15% | -16.1% |
Q2 2022 | $355,000 | -10.1% | 9,142 | -2.0% | 0.18% | +2.3% |
Q1 2022 | $395,000 | +0.3% | 9,329 | +1.9% | 0.18% | +10.7% |
Q4 2021 | $394,000 | +11.0% | 9,155 | +1.0% | 0.16% | -4.2% |
Q3 2021 | $355,000 | -0.8% | 9,068 | +1.0% | 0.17% | +1.8% |
Q2 2021 | $358,000 | +6.5% | 8,980 | +7.6% | 0.16% | -1.2% |
Q1 2021 | $336,000 | -6.1% | 8,344 | -18.7% | 0.16% | -18.3% |
Q4 2020 | $358,000 | +13.7% | 10,258 | +4.7% | 0.20% | +7.4% |
Q3 2020 | $315,000 | – | 9,801 | – | 0.19% | – |
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% |