FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,500 | -12.9% | 203,755 | -3.3% | 3.66% | -8.0% |
| Q2 2023 | $8,609 | -99.9% | 210,769 | +8.3% | 3.98% | +2.8% |
| Q1 2023 | $7,815,216 | +5.7% | 194,602 | +5.0% | 3.87% | -3.3% |
| Q4 2022 | $7,396,241 | +19.3% | 185,323 | +7.0% | 4.00% | +3.4% |
| Q3 2022 | $6,201,000 | -7.5% | 173,252 | +0.3% | 3.87% | -3.6% |
| Q2 2022 | $6,703,000 | -1.3% | 172,713 | +7.5% | 4.01% | +13.2% |
| Q1 2022 | $6,794,000 | +4.8% | 160,617 | +6.7% | 3.54% | +8.0% |
| Q4 2021 | $6,481,000 | +17.5% | 150,588 | +7.0% | 3.28% | +4.1% |
| Q3 2021 | $5,515,000 | +0.8% | 140,694 | +2.2% | 3.15% | -2.0% |
| Q2 2021 | $5,473,000 | +13.4% | 137,625 | +8.3% | 3.22% | +2.2% |
| Q1 2021 | $4,827,000 | +23.7% | 127,093 | +14.2% | 3.15% | +2.9% |
| Q4 2020 | $3,903,000 | – | 111,285 | – | 3.06% | – |
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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% |