FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 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% |