FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,808,368 | +13.7% | 236,010 | +20.7% | 0.44% | -55.8% |
| Q2 2023 | $7,745,394 | -27.4% | 195,492 | -26.1% | 1.00% | +86.0% |
| Q1 2023 | $10,662,723 | -20.9% | 264,609 | -21.6% | 0.54% | -14.4% |
| Q4 2022 | $13,473,259 | +44.5% | 337,591 | +29.6% | 0.62% | +12.2% |
| Q3 2022 | $9,322,000 | -8.6% | 260,466 | -0.9% | 0.56% | -5.6% |
| Q2 2022 | $10,197,000 | -18.4% | 262,741 | -11.0% | 0.59% | +29.1% |
| Q1 2022 | $12,492,000 | -1.7% | 295,318 | +0.0% | 0.46% | -1.5% |
| Q4 2021 | $12,706,000 | – | 295,211 | – | 0.46% | – |
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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% |