FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,096 | -8.7% | 51,447 | -5.4% | 1.46% | -4.3% |
| Q1 2024 | $2,296 | -2.0% | 54,371 | -5.9% | 1.52% | -8.1% |
| Q4 2023 | $2,343 | -8.0% | 57,777 | -15.2% | 1.66% | -16.3% |
| Q3 2023 | $2,547 | -11.7% | 68,133 | -5.3% | 1.98% | -3.7% |
| Q2 2023 | $2,883 | -9.4% | 71,917 | -9.3% | 2.06% | -2.3% |
| Q1 2023 | $3,183 | -99.9% | 79,257 | -4.7% | 2.11% | -1.5% |
| Q4 2022 | $3,320,392 | +3.9% | 83,197 | -6.8% | 2.14% | -9.0% |
| Q3 2022 | $3,195,000 | -9.0% | 89,278 | -1.3% | 2.35% | -4.8% |
| Q2 2022 | $3,511,000 | -8.2% | 90,455 | 0.0% | 2.47% | -4.3% |
| Q1 2022 | $3,826,000 | -3.7% | 90,455 | -2.0% | 2.58% | -14.2% |
| Q4 2021 | $3,974,000 | +8.1% | 92,323 | -1.6% | 3.01% | +1.4% |
| Q3 2021 | $3,677,000 | -8.2% | 93,809 | -6.8% | 2.97% | -15.0% |
| Q2 2021 | $4,004,000 | -0.1% | 100,677 | -4.6% | 3.49% | -4.8% |
| Q1 2021 | $4,008,000 | +18.1% | 105,542 | +9.0% | 3.67% | +10.7% |
| Q4 2020 | $3,395,000 | – | 96,803 | – | 3.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |