FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $547,363 | +26.8% | 13,432 | +31.4% | 0.37% | +12.2% |
| Q1 2024 | $431,805 | -92.5% | 10,225 | -92.8% | 0.33% | -84.9% |
| Q4 2023 | $5,731,232 | -7.8% | 141,303 | -15.0% | 2.17% | -15.7% |
| Q3 2023 | $6,216,669 | +1191.4% | 166,266 | +1284.6% | 2.58% | +1795.6% |
| Q2 2023 | $481,405 | -99.7% | 12,008 | +213.4% | 0.14% | -85.3% |
| Q1 2023 | $145,427,474 | +110913.3% | 3,832 | +4.4% | 0.92% | +575.2% |
| Q3 2022 | $131,000 | -10.3% | 3,671 | -2.7% | 0.14% | +38.4% |
| Q2 2022 | $146,000 | – | 3,771 | – | 0.10% | – |
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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% |