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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $906,708 | -6.7% | 24,250 | 0.0% | 0.11% | -6.8% |
| Q2 2023 | $972,183 | -0.2% | 24,250 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $973,880 | +0.6% | 24,250 | 0.0% | 0.12% | -6.9% |
| Q4 2022 | $967,818 | +11.5% | 24,250 | 0.0% | 0.13% | +4.0% |
| Q3 2022 | $868,000 | -7.8% | 24,250 | 0.0% | 0.13% | -11.3% |
| Q2 2022 | $941,000 | -8.3% | 24,250 | 0.0% | 0.14% | -4.1% |
| Q1 2022 | $1,026,000 | +11300.0% | 24,250 | +11502.9% | 0.15% | +14700.0% |
| Q4 2021 | $9,000 | – | 209 | – | 0.00% | – |
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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% |