FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 402 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,948,565 | -82.1% | 47,818 | -81.4% | 0.07% | -65.0% |
| Q1 2024 | $10,862,334 | -21.3% | 257,218 | -25.0% | 0.20% | -56.8% |
| Q4 2023 | $13,802,644 | +13.7% | 342,923 | +5.6% | 0.46% | -1.3% |
| Q3 2023 | $12,137,742 | -12.3% | 324,625 | -5.9% | 0.46% | -9.6% |
| Q2 2023 | $13,835,675 | -8.4% | 345,115 | -8.2% | 0.51% | -13.1% |
| Q1 2023 | $15,101,988 | +145700.2% | 376,046 | +44.9% | 0.59% | +0.9% |
| Q4 2022 | $10,358 | -99.9% | 259,534 | +13.2% | 0.58% | +17.1% |
| Q3 2022 | $8,203,000 | -36.9% | 229,209 | -31.6% | 0.50% | -7.1% |
| Q2 2022 | $13,005,000 | -27.3% | 335,096 | -20.7% | 0.54% | +11.9% |
| Q1 2022 | $17,889,000 | -4.5% | 422,804 | -2.8% | 0.48% | +15.1% |
| Q4 2021 | $18,727,000 | +9.3% | 435,105 | -0.1% | 0.42% | -8.4% |
| Q3 2021 | $17,139,000 | -0.4% | 435,599 | +0.6% | 0.45% | -2.6% |
| Q2 2021 | $17,214,000 | -11.0% | 432,898 | -15.4% | 0.47% | -9.5% |
| Q1 2021 | $19,344,000 | – | 511,826 | – | 0.52% | – |
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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% |