FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,156,754 | +98311.3% | 137,918 | +5.6% | 2.82% | +4.6% |
| Q2 2023 | $5,240 | +3.0% | 130,639 | +3.1% | 2.70% | -7.7% |
| Q1 2023 | $5,088 | -6.6% | 126,686 | -7.2% | 2.92% | -26.8% |
| Q4 2022 | $5,450 | -99.9% | 136,567 | -2.4% | 3.99% | +1.2% |
| Q3 2022 | $5,007,000 | -11.3% | 139,894 | -3.4% | 3.94% | +3.2% |
| Q2 2022 | $5,645,000 | -14.2% | 144,812 | -6.9% | 3.82% | -13.3% |
| Q1 2022 | $6,578,000 | -6.6% | 155,527 | -4.9% | 4.40% | -7.8% |
| Q4 2021 | $7,042,000 | +12.2% | 163,625 | +2.2% | 4.77% | +0.0% |
| Q3 2021 | $6,275,000 | +125400.0% | 160,097 | -0.4% | 4.77% | +119225.0% |
| Q2 2021 | $5,000 | -99.9% | 160,791 | -27.2% | 0.00% | -99.9% |
| Q1 2021 | $8,385,000 | – | 220,814 | – | 7.71% | – |
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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% |