FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,150,259 | -7.0% | 30,764 | -0.2% | 0.00% | – |
Q2 2023 | $1,236,263 | -47.6% | 30,837 | -47.5% | 0.00% | – |
Q1 2023 | $2,361,126 | +144.3% | 58,792 | +142.8% | 0.00% | – |
Q4 2022 | $966,499 | +30.1% | 24,217 | +16.7% | 0.00% | – |
Q3 2022 | $743,000 | -9.8% | 20,756 | -2.3% | 0.00% | – |
Q2 2022 | $824,000 | +4.4% | 21,242 | +13.9% | 0.00% | – |
Q1 2022 | $789,000 | +11.3% | 18,648 | +13.2% | 0.00% | – |
Q4 2021 | $709,000 | +2.9% | 16,472 | -6.4% | 0.00% | – |
Q3 2021 | $689,000 | +10.6% | 17,596 | +12.3% | 0.00% | – |
Q2 2021 | $623,000 | +31.7% | 15,662 | +25.8% | 0.00% | – |
Q1 2021 | $473,000 | +62.0% | 12,450 | +49.7% | 0.00% | – |
Q4 2020 | $292,000 | +25.3% | 8,315 | +12.5% | 0.00% | – |
Q3 2020 | $233,000 | +9.4% | 7,391 | +4.9% | 0.00% | – |
Q2 2020 | $213,000 | -37.4% | 7,043 | -42.7% | 0.00% | – |
Q1 2020 | $340,000 | -48.9% | 12,295 | -33.4% | 0.00% | – |
Q4 2019 | $665,000 | +66.2% | 18,460 | +60.7% | 0.00% | – |
Q3 2019 | $400,000 | +12.4% | 11,484 | +8.8% | 0.00% | – |
Q2 2019 | $356,000 | +267.0% | 10,557 | +252.0% | 0.00% | – |
Q1 2019 | $97,000 | -91.9% | 2,999 | -92.7% | 0.00% | – |
Q4 2018 | $1,191,000 | – | 40,939 | +4093800.0% | 0.00% | – |
Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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% |