FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 463 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,378,358 | -7.3% | 82,904 | -3.9% | 1.20% | -3.6% |
| Q1 2024 | $3,643,794 | +4.8% | 86,284 | +0.6% | 1.24% | -12.2% |
| Q4 2023 | $3,478,040 | +7.2% | 85,750 | -1.2% | 1.41% | +9.2% |
| Q3 2023 | $3,244,199 | -7.9% | 86,766 | -1.2% | 1.30% | -12.3% |
| Q2 2023 | $3,521,004 | -2.0% | 87,827 | -1.8% | 1.48% | +0.3% |
| Q1 2023 | $3,591,810 | -0.8% | 89,437 | -1.4% | 1.47% | +1.7% |
| Q4 2022 | $3,619,697 | +9.0% | 90,696 | -2.2% | 1.45% | -21.0% |
| Q3 2022 | $3,319,357 | -87.0% | 92,745 | -85.8% | 1.83% | -87.1% |
| Q2 2022 | $25,437,307 | -0.7% | 655,432 | +8.3% | 14.16% | +25.1% |
| Q1 2022 | $25,609,639 | -1.5% | 605,429 | +0.2% | 11.32% | +14.9% |
| Q4 2021 | $26,002,396 | – | 604,145 | – | 9.85% | – |
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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% |