FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,992,537 | -9.6% | 54,396 | -0.4% | 1.33% | -4.6% |
| Q2 2023 | $2,203,030 | +0.4% | 54,625 | -0.0% | 1.39% | -12.1% |
| Q1 2023 | $2,194,351 | -84.5% | 54,640 | -84.6% | 1.58% | -84.0% |
| Q4 2022 | $14,156,957 | +11.7% | 354,722 | +0.2% | 9.89% | +4.1% |
| Q3 2022 | $12,674,000 | +10.4% | 354,134 | +19.7% | 9.51% | -3.9% |
| Q2 2022 | $11,480,000 | -8.3% | 295,795 | -0.1% | 9.89% | +2.2% |
| Q1 2022 | $12,523,000 | -2.6% | 296,052 | -3.1% | 9.68% | +1.2% |
| Q4 2021 | $12,853,000 | +43.1% | 305,587 | +33.4% | 9.57% | +23.1% |
| Q3 2021 | $8,983,000 | +8.4% | 229,149 | +9.9% | 7.77% | +5.0% |
| Q2 2021 | $8,290,000 | – | 208,440 | – | 7.40% | – |
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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% |