FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,684 | -6.8% | 8,924 | -0.1% | 0.26% | -11.7% |
| Q2 2023 | $358,157 | -0.7% | 8,934 | -0.5% | 0.30% | -25.0% |
| Q1 2023 | $360,711 | +11.6% | 8,982 | +10.9% | 0.40% | +0.3% |
| Q4 2022 | $323,175 | +42.4% | 8,098 | +27.9% | 0.40% | +30.0% |
| Q3 2022 | $227,000 | -2.2% | 6,331 | +5.9% | 0.31% | +13.7% |
| Q2 2022 | $232,000 | -19.7% | 5,977 | -12.6% | 0.27% | -0.4% |
| Q1 2022 | $289,000 | -1.7% | 6,839 | +0.2% | 0.27% | +3.8% |
| Q4 2021 | $294,000 | – | 6,826 | – | 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% |