FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,025,043 | -58.8% | 54,160 | -55.8% | 0.46% | -57.8% |
| Q2 2023 | $4,915,996 | +19.4% | 122,624 | +19.6% | 1.10% | +13.5% |
| Q1 2023 | $4,117,605 | +4.6% | 102,530 | +4.2% | 0.97% | -29.8% |
| Q4 2022 | $3,938,088 | -11.2% | 98,403 | -20.6% | 1.38% | -20.9% |
| Q3 2022 | $4,434,000 | -10.9% | 123,882 | +0.9% | 1.74% | +3.2% |
| Q2 2022 | $4,978,000 | -1.7% | 122,754 | +2.6% | 1.69% | +11.3% |
| Q1 2022 | $5,062,000 | +16.4% | 119,659 | +18.5% | 1.52% | +18.3% |
| Q4 2021 | $4,348,000 | +20.6% | 101,014 | +16.5% | 1.28% | +19.0% |
| Q3 2021 | $3,605,000 | +24.9% | 86,720 | +21.8% | 1.08% | +18.9% |
| Q2 2021 | $2,887,000 | +20.3% | 71,211 | +17.0% | 0.91% | +19.2% |
| Q1 2021 | $2,400,000 | +37.1% | 60,840 | +21.9% | 0.76% | +14.8% |
| Q4 2020 | $1,751,000 | – | 49,915 | – | 0.66% | – |
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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% |