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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,965,780 | +25.9% | 170,939 | +30.5% | 2.10% | +6.0% |
| Q1 2024 | $5,532,436 | -1.8% | 131,007 | -5.7% | 1.99% | -12.5% |
| Q4 2023 | $5,633,366 | +9.8% | 138,890 | +1.2% | 2.27% | +145.3% |
| Q3 2023 | $5,132,605 | +10.6% | 137,272 | +18.6% | 0.92% | +11.6% |
| Q2 2023 | $4,639,604 | +15.6% | 115,730 | +15.8% | 0.83% | +34.1% |
| Q1 2023 | $4,014,095 | +7.3% | 99,953 | +6.6% | 0.62% | -3.9% |
| Q4 2022 | $3,741,344 | – | 93,745 | – | 0.64% | – |
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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% |