FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |