FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 525 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $553,346 | -11.3% | 13,579 | -8.1% | 0.10% | -16.7% |
| Q1 2024 | $623,822 | -5.5% | 14,772 | -9.2% | 0.12% | -14.3% |
| Q4 2023 | $659,949 | -67.4% | 16,271 | -70.0% | 0.14% | -69.8% |
| 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 | 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% |