FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 516 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,150,722 | +1.2% | 224,556 | +4.8% | 3.98% | -7.4% |
| Q1 2024 | $9,045,094 | +13.0% | 214,186 | +8.5% | 4.30% | -3.8% |
| Q4 2023 | $8,007,127 | -7.2% | 197,414 | -14.4% | 4.47% | -21.0% |
| Q3 2023 | $8,626,077 | -14.1% | 230,703 | -7.9% | 5.66% | -9.3% |
| Q2 2023 | $10,045,312 | -6.8% | 250,568 | -6.6% | 6.24% | -8.4% |
| Q1 2023 | $10,776,831 | -9.1% | 268,347 | -9.6% | 6.81% | -9.2% |
| Q4 2022 | $11,850,104 | -44.9% | 296,920 | -50.5% | 7.50% | -2.1% |
| Q3 2022 | $21,495,000 | +50.1% | 600,230 | +62.7% | 7.66% | -25.0% |
| Q2 2022 | $14,320,000 | -3.7% | 368,966 | +5.0% | 10.22% | +8.2% |
| Q1 2022 | $14,870,000 | +31.8% | 351,534 | +34.0% | 9.45% | +20.4% |
| Q4 2021 | $11,283,000 | – | 262,242 | – | 7.84% | – |
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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% |