FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $549,517 | -22.0% | 13,485 | -19.2% | 0.23% | -27.6% |
| Q1 2024 | $704,566 | -15.2% | 16,684 | -18.5% | 0.31% | -25.0% |
| Q4 2023 | $830,712 | +90887.1% | 20,481 | -16.1% | 0.42% | -20.2% |
| Q3 2023 | $913 | -13.2% | 24,406 | -7.0% | 0.52% | -12.3% |
| Q2 2023 | $1,052 | -8.6% | 26,237 | -9.0% | 0.59% | -24.1% |
| Q4 2022 | $1,151 | -99.9% | 28,844 | -3.1% | 0.78% | -3.7% |
| Q3 2022 | $1,066,000 | -8.7% | 29,781 | -1.1% | 0.81% | +4.4% |
| Q2 2022 | $1,168,000 | -14.7% | 30,100 | -7.0% | 0.78% | +3.5% |
| Q1 2022 | $1,369,000 | +4.9% | 32,365 | +6.8% | 0.75% | +9.1% |
| Q4 2021 | $1,305,000 | – | 30,314 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |