FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,712 | -6.7% | 5,796 | 0.0% | 0.18% | +7.6% |
| Q2 2023 | $232,361 | -2.7% | 5,796 | -2.5% | 0.17% | -13.6% |
| Q1 2023 | $238,751 | +0.6% | 5,945 | 0.0% | 0.20% | -2.0% |
| Q4 2022 | $237,266 | +11.9% | 5,945 | 0.0% | 0.20% | +5.8% |
| Q3 2022 | $212,000 | -27.6% | 5,945 | -21.4% | 0.19% | -24.8% |
| Q2 2022 | $293,000 | -8.2% | 7,562 | 0.0% | 0.25% | +8.5% |
| Q1 2022 | $319,000 | -3.9% | 7,562 | -1.9% | 0.23% | -9.7% |
| Q4 2021 | $332,000 | – | 7,711 | – | 0.26% | – |
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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% |