FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,543,740 | -9.4% | 148,268 | -2.9% | 2.82% | -11.6% |
| Q2 2023 | $6,119,497 | -0.2% | 152,644 | -0.1% | 3.18% | -4.3% |
| Q1 2023 | $6,134,700 | -0.5% | 152,812 | -1.0% | 3.33% | -5.9% |
| Q4 2022 | $6,167,126 | +5.4% | 154,306 | -5.5% | 3.54% | +3.5% |
| Q3 2022 | $5,853,000 | -6.9% | 163,360 | +1.0% | 3.42% | -2.7% |
| Q2 2022 | $6,287,000 | -6.8% | 161,762 | +2.1% | 3.51% | +8.5% |
| Q1 2022 | $6,749,000 | +0.8% | 158,465 | +1.9% | 3.24% | +3.2% |
| Q4 2021 | $6,693,000 | +11.6% | 155,504 | +1.6% | 3.14% | +1.2% |
| Q3 2021 | $5,998,000 | +1.0% | 152,999 | +2.4% | 3.10% | -1.0% |
| Q2 2021 | $5,936,000 | +5.4% | 149,468 | +0.8% | 3.13% | -4.0% |
| Q1 2021 | $5,634,000 | +9.0% | 148,336 | +0.6% | 3.26% | +0.5% |
| Q4 2020 | $5,170,000 | – | 147,428 | – | 3.25% | – |
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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% |