FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $7,262,144 | +10.1% | 181,963 | -1.2% | 4.53% | +2.0% |
Q3 2022 | $6,593,000 | +0.1% | 184,197 | +8.6% | 4.44% | +6.4% |
Q2 2022 | $6,585,000 | -7.5% | 169,676 | +0.8% | 4.18% | +14.3% |
Q1 2022 | $7,121,000 | -2.1% | 168,349 | -0.4% | 3.66% | +3.5% |
Q4 2021 | $7,275,000 | +23.2% | 169,018 | +12.2% | 3.53% | +17.8% |
Q3 2021 | $5,907,000 | +10.7% | 150,695 | +12.3% | 3.00% | +24.2% |
Q2 2021 | $5,336,000 | +112.8% | 134,178 | +103.3% | 2.41% | +91.1% |
Q1 2021 | $2,507,000 | +124.0% | 66,011 | +106.9% | 1.26% | +82.9% |
Q4 2020 | $1,119,000 | – | 31,898 | – | 0.69% | – |
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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% |