FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,411,244 | -20.5% | 37,744 | -14.8% | 0.91% | -26.3% |
| Q2 2023 | $1,775,728 | +2.1% | 44,294 | +2.3% | 1.24% | +2.6% |
| Q1 2023 | $1,739,395 | -10.8% | 43,312 | -11.4% | 1.21% | -17.1% |
| Q4 2022 | $1,951,000 | +14.5% | 48,881 | +2.7% | 1.46% | -9.8% |
| Q3 2022 | $1,704,000 | -6.0% | 47,600 | +1.9% | 1.62% | -14.7% |
| Q2 2022 | $1,813,000 | -15.9% | 46,715 | -6.8% | 1.89% | -8.6% |
| Q4 2021 | $2,157,000 | +3.4% | 50,106 | +1.6% | 2.07% | -5.9% |
| Q1 2021 | $2,086,000 | – | 49,318 | – | 2.20% | – |
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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% |