FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 506 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $691,414 | +0.8% | 16,968 | +4.5% | 0.51% | +5.6% |
| Q1 2024 | $685,736 | +8.3% | 16,238 | +4.0% | 0.48% | +4.1% |
| Q4 2023 | $633,255 | +4930.6% | 15,613 | +4532.9% | 0.46% | +3469.2% |
| Q3 2023 | $12,588 | -6.7% | 337 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $13,497 | -0.2% | 337 | 0.0% | 0.01% | -42.9% |
| Q1 2023 | $13,521 | +0.6% | 337 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $13,437 | +12.0% | 337 | 0.0% | 0.02% | -80.2% |
| Q3 2022 | $12,000 | -40.0% | 337 | -33.3% | 0.12% | -34.5% |
| Q2 2022 | $20,000 | -4.8% | 505 | 0.0% | 0.18% | +785.0% |
| Q1 2022 | $21,000 | -4.5% | 505 | 0.0% | 0.02% | +33.3% |
| Q4 2021 | $22,000 | – | 505 | – | 0.02% | – |
Download | ||||||
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% |