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 | $3,340,869 | -9.6% | 89,352 | -3.1% | 4.12% | +1.3% |
| Q2 2023 | $3,695,282 | -2.9% | 92,175 | -2.7% | 4.06% | -7.6% |
| Q1 2023 | $3,805,307 | -0.1% | 94,754 | -0.7% | 4.40% | +6.3% |
| Q4 2022 | $3,808,076 | +11.7% | 95,417 | +0.1% | 4.14% | -5.9% |
| Q3 2022 | $3,410,000 | -9.4% | 95,287 | -1.7% | 4.39% | +0.7% |
| Q2 2022 | $3,762,000 | -9.1% | 96,921 | -0.9% | 4.36% | +10.8% |
| Q1 2022 | $4,137,000 | -0.4% | 97,808 | +1.4% | 3.94% | +5.8% |
| Q4 2021 | $4,153,000 | – | 96,488 | – | 3.72% | – |
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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% |