FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |