FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $6,772,590 | -14.3% | 189,231 | -7.1% | 0.29% | -11.7% |
Q2 2022 | $7,907,047 | -15.6% | 203,737 | -8.0% | 0.32% | +1.6% |
Q1 2022 | $9,369,931 | -0.4% | 221,511 | +1.3% | 0.32% | +0.9% |
Q4 2021 | $9,410,484 | +13.1% | 218,645 | +3.0% | 0.32% | +1.6% |
Q3 2021 | $8,317,487 | -5.3% | 212,177 | -3.9% | 0.31% | -8.2% |
Q2 2021 | $8,779,074 | +29.2% | 220,746 | +23.4% | 0.34% | +14.5% |
Q1 2021 | $6,794,424 | +10.5% | 178,895 | +2.0% | 0.30% | -5.7% |
Q4 2020 | $6,148,719 | +66.6% | 175,327 | +49.4% | 0.32% | +47.9% |
Q3 2020 | $3,691,487 | -33.8% | 117,339 | -36.2% | 0.21% | -41.5% |
Q2 2020 | $5,574,174 | +7.5% | 183,845 | -1.9% | 0.36% | -15.5% |
Q1 2020 | $5,187,536 | -9.1% | 187,411 | +18.3% | 0.43% | +6.2% |
Q4 2019 | $5,707,008 | +105.3% | 158,396 | +98.7% | 0.41% | +78.1% |
Q3 2019 | $2,779,209 | +7.6% | 79,702 | +4.2% | 0.23% | +4.6% |
Q2 2019 | $2,581,954 | +24.0% | 76,525 | +19.3% | 0.22% | +11.2% |
Q1 2019 | $2,081,976 | +19.6% | 64,120 | +7.1% | 0.20% | -8.8% |
Q4 2018 | $1,741,485 | +1.5% | 59,886 | +10.5% | 0.22% | +9.1% |
Q3 2018 | $1,715,299 | +4.1% | 54,213 | -0.4% | 0.20% | -12.1% |
Q2 2018 | $1,647,626 | +1.4% | 54,413 | +0.1% | 0.22% | -7.4% |
Q1 2018 | $1,624,910 | -2.9% | 54,363 | +0.3% | 0.24% | -8.3% |
Q4 2017 | $1,673,075 | – | 54,215 | – | 0.26% | – |
Download |
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% |