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 | $2,356,393 | -6.7% | 63,022 | 0.0% | 1.67% | +5.2% |
| Q2 2023 | $2,526,552 | -4.2% | 63,022 | -4.0% | 1.59% | -11.9% |
| Q1 2023 | $2,637,307 | +10.7% | 65,670 | +10.1% | 1.80% | -2.1% |
| Q4 2022 | $2,381,430 | +11.5% | 59,670 | 0.0% | 1.84% | +19.8% |
| Q3 2022 | $2,136,000 | -7.8% | 59,670 | 0.0% | 1.54% | +4.1% |
| Q2 2022 | $2,316,000 | -99.9% | 59,670 | +25.2% | 1.48% | +76.0% |
| Q1 2022 | $2,027,405,000 | +98701.4% | 47,670 | 0.0% | 0.84% | +5.5% |
| Q4 2021 | $2,052,000 | – | 47,670 | – | 0.79% | – |
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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% |