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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $362,814 | +4.1% | 8,591 | 0.0% | 0.08% | -1.2% |
| Q4 2023 | $348,466 | +8.5% | 8,591 | 0.0% | 0.08% | -7.8% |
| Q3 2023 | $321,232 | -6.7% | 8,591 | +0.2% | 0.09% | -56.7% |
| Q1 2023 | $344,209 | -10.3% | 8,571 | -10.8% | 0.21% | +82.5% |
| Q4 2022 | $383,565 | +11.8% | 9,611 | +0.2% | 0.11% | +1.8% |
| Q3 2022 | $343,000 | +15.9% | 9,595 | +25.8% | 0.11% | +8.7% |
| Q2 2022 | $296,000 | – | 7,625 | – | 0.10% | – |
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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% |