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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,051 | -7.7% | 23,350 | -1.0% | 0.59% | -3.9% |
| Q2 2023 | $945,601 | +63.7% | 23,587 | +64.0% | 0.61% | +34.4% |
| Q1 2023 | $577,628 | -1.0% | 14,383 | -1.6% | 0.46% | -14.0% |
| Q4 2022 | $583,315 | +12.4% | 14,616 | +0.9% | 0.53% | +10.9% |
| Q3 2022 | $519,000 | -10.1% | 14,491 | -2.6% | 0.48% | -7.2% |
| Q2 2022 | $577,000 | -10.5% | 14,873 | -2.4% | 0.52% | +15.5% |
| Q1 2022 | $645,000 | -3.2% | 15,243 | -1.5% | 0.45% | +7.0% |
| Q4 2021 | $666,000 | +231.3% | 15,468 | +201.9% | 0.42% | +200.0% |
| Q3 2021 | $201,000 | – | 5,124 | – | 0.14% | – |
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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% |