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 | $17,237,164 | -1.0% | 461,010 | +6.1% | 2.71% | -4.1% |
| Q2 2023 | $17,414,535 | +3.6% | 434,386 | +3.8% | 2.83% | -4.8% |
| Q1 2023 | $16,810,173 | -13.7% | 418,580 | -14.2% | 2.97% | -20.1% |
| Q4 2022 | $19,469,615 | +4.8% | 487,838 | -6.0% | 3.72% | -10.1% |
| Q3 2022 | $18,573,000 | -4.8% | 518,954 | +3.2% | 4.14% | -5.4% |
| Q2 2022 | $19,512,000 | -2.9% | 502,754 | +5.1% | 4.37% | -1.1% |
| Q1 2022 | $20,088,000 | -2.1% | 478,389 | +0.3% | 4.42% | -3.6% |
| Q4 2021 | $20,518,000 | – | 476,727 | – | 4.59% | – |
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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% |