FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,839 | -6.7% | 6,388 | 0.0% | 0.15% | -12.4% |
| Q2 2023 | $256,086 | -0.2% | 6,388 | 0.0% | 0.17% | +2.4% |
| Q1 2023 | $256,533 | -5.0% | 6,388 | -5.6% | 0.16% | -4.1% |
| Q4 2022 | $270,102 | +11.2% | 6,768 | -0.1% | 0.17% | +1.8% |
| Q3 2022 | $243,000 | -11.3% | 6,777 | -3.8% | 0.17% | -15.9% |
| Q2 2022 | $274,000 | -8.1% | 7,047 | +0.1% | 0.20% | +4.7% |
| Q1 2022 | $298,000 | -5.1% | 7,037 | -3.4% | 0.19% | -16.9% |
| Q4 2021 | $314,000 | -1.3% | 7,287 | -10.2% | 0.23% | -5.7% |
| Q3 2021 | $318,000 | -1.2% | 8,116 | +0.4% | 0.24% | +0.4% |
| Q2 2021 | $322,000 | +2.2% | 8,085 | +0.5% | 0.24% | -2.0% |
| Q1 2021 | $315,000 | +12.1% | 8,048 | +0.4% | 0.25% | -2.4% |
| Q4 2020 | $281,000 | – | 8,012 | – | 0.26% | – |
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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% |