FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |