FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,418,493 | -8.3% | 91,428 | -1.7% | 0.44% | -4.5% |
Q2 2023 | $3,728,891 | -1.2% | 93,013 | -1.0% | 0.46% | -6.8% |
Q1 2023 | $3,773,313 | -0.5% | 93,957 | -1.1% | 0.50% | -6.4% |
Q4 2022 | $3,791,530 | +9.7% | 95,002 | -1.6% | 0.53% | -5.0% |
Q3 2022 | $3,457,000 | -9.3% | 96,587 | -1.6% | 0.56% | -5.6% |
Q2 2022 | $3,811,000 | -8.8% | 98,197 | -0.6% | 0.59% | +1.5% |
Q1 2022 | $4,180,000 | +0.8% | 98,817 | +2.6% | 0.58% | -0.3% |
Q4 2021 | $4,145,000 | +8.5% | 96,317 | -1.2% | 0.59% | -1.3% |
Q3 2021 | $3,821,000 | -4.2% | 97,485 | -2.8% | 0.60% | -5.0% |
Q2 2021 | $3,988,000 | +6.5% | 100,265 | +1.7% | 0.63% | +2.8% |
Q1 2021 | $3,744,000 | +7.2% | 98,585 | -1.0% | 0.61% | -2.4% |
Q4 2020 | $3,492,000 | +8.6% | 99,560 | -2.6% | 0.62% | +3.0% |
Q3 2020 | $3,215,000 | -6.6% | 102,180 | -10.0% | 0.61% | -13.3% |
Q2 2020 | $3,441,000 | – | 113,478 | – | 0.70% | – |
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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% |