FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,016 | +31.5% | 7,034 | +48.5% | 0.04% | +19.4% |
| Q1 2022 | $200,000 | -2.0% | 4,736 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $204,000 | -98.8% | 4,736 | -99.2% | 0.04% | -99.4% |
| Q1 2020 | $16,450,000 | -23.2% | 569,977 | -2.5% | 6.36% | -11.3% |
| Q4 2019 | $21,421,000 | +14.1% | 584,461 | +10.0% | 7.18% | +1.3% |
| Q3 2019 | $18,767,000 | +8.5% | 531,496 | +4.7% | 7.08% | -0.1% |
| Q2 2019 | $17,296,000 | +8.4% | 507,672 | +3.3% | 7.09% | +1.2% |
| Q1 2019 | $15,959,000 | +25.8% | 491,509 | +12.7% | 7.01% | -0.2% |
| Q4 2018 | $12,684,000 | – | 436,172 | – | 7.02% | – |
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% |