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 | $2,095 | -8.6% | 51,421 | -5.3% | 0.16% | -19.3% |
| Q1 2024 | $2,293 | -1.6% | 54,306 | -5.5% | 0.19% | +12.3% |
| Q4 2023 | $2,331 | -11.4% | 57,473 | -18.3% | 0.17% | -11.4% |
| Q3 2023 | $2,630 | -0.6% | 70,350 | +6.6% | 0.19% | -37.5% |
| Q2 2023 | $2,645 | -3.3% | 65,981 | -3.1% | 0.31% | -11.7% |
| Q1 2023 | $2,734 | -99.9% | 68,072 | -1.0% | 0.35% | -7.2% |
| Q4 2022 | $2,744,518 | +4.6% | 68,768 | -6.2% | 0.38% | +8.6% |
| Q3 2022 | $2,623,000 | -60.6% | 73,289 | -62.9% | 0.35% | -23.9% |
| Q2 2022 | $6,661,000 | – | 197,652 | – | 0.46% | – |
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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% |