FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,117,606 | -6.2% | 163,616 | +0.6% | 4.62% | -2.7% |
| Q2 2023 | $6,523,288 | +3.0% | 162,716 | +3.1% | 4.75% | -7.3% |
| Q1 2023 | $6,336,260 | +4.8% | 157,775 | +4.1% | 5.12% | -10.6% |
| Q4 2022 | $6,047,766 | +9.3% | 151,535 | -2.0% | 5.73% | -1.2% |
| Q3 2022 | $5,534,000 | -11.0% | 154,626 | -3.4% | 5.80% | -1.8% |
| Q2 2022 | $6,215,000 | -9.7% | 160,149 | -1.6% | 5.90% | +4.6% |
| Q1 2022 | $6,886,000 | -2.8% | 162,793 | -1.1% | 5.64% | +7.6% |
| Q4 2021 | $7,082,000 | – | 164,536 | – | 5.25% | – |
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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% |