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 | $697,361 | -10.8% | 18,651 | -4.4% | 0.10% | -13.5% |
| Q2 2023 | $781,795 | -0.2% | 19,501 | 0.0% | 0.11% | -11.9% |
| Q1 2023 | $783,160 | +0.6% | 19,501 | 0.0% | 0.13% | -28.8% |
| Q4 2022 | $778,285 | -3.8% | 19,501 | -13.8% | 0.18% | -17.7% |
| Q3 2022 | $809,000 | -7.8% | 22,610 | 0.0% | 0.22% | +38.7% |
| Q2 2022 | $877,000 | -8.3% | 22,610 | 0.0% | 0.16% | +4.0% |
| Q1 2022 | $956,000 | -1.7% | 22,610 | 0.0% | 0.15% | +27.4% |
| Q4 2021 | $973,000 | -3.2% | 22,610 | -11.8% | 0.12% | -19.3% |
| Q3 2021 | $1,005,000 | – | 25,633 | – | 0.14% | – |
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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% |