FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 510 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $711,090 | -10.0% | 16,426 | -12.2% | 0.06% | -13.7% |
Q1 2024 | $789,743 | -6.3% | 18,701 | -10.0% | 0.07% | -17.0% |
Q4 2023 | $842,955 | -69.4% | 20,783 | -69.9% | 0.09% | -72.2% |
Q4 2022 | $2,752,635 | +109131.5% | 68,971 | -2.0% | 0.32% | +3.3% |
Q3 2022 | $2,520 | – | 70,408 | – | 0.31% | – |
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% |