FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,673,284 | -2.7% | 445,929 | +4.4% | 5.81% | -4.5% |
| Q2 2023 | $17,128,135 | +1.3% | 427,242 | +1.5% | 6.08% | -8.0% |
| Q1 2023 | $16,902,901 | +0.6% | 420,889 | -0.0% | 6.61% | -12.5% |
| Q4 2022 | $16,804,000 | +5.4% | 421,049 | -5.5% | 7.56% | -5.9% |
| Q3 2022 | $15,944,000 | -20.1% | 445,490 | -13.3% | 8.04% | -25.7% |
| Q2 2022 | $19,949,000 | -10.8% | 514,019 | -2.8% | 10.82% | +8.9% |
| Q1 2022 | $22,376,000 | -4.0% | 528,995 | -2.3% | 9.93% | -1.9% |
| Q4 2021 | $23,311,000 | +14.5% | 541,603 | +4.3% | 10.13% | +2.8% |
| Q3 2021 | $20,353,000 | +18.8% | 519,212 | +15.1% | 9.85% | +8.1% |
| Q2 2021 | $17,129,000 | -0.1% | 451,012 | -0.1% | 9.11% | -0.1% |
| Q1 2021 | $17,140,000 | +17.8% | 451,297 | +8.8% | 9.12% | +0.7% |
| Q4 2020 | $14,544,000 | – | 414,707 | – | 9.06% | – |
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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% |