FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,105 | +0.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $27,930 | +11.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | +3.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +8.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +10.5% | 700 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $19,000 | -24.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | +4.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $24,000 | +4.3% | 700 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $23,000 | +15.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $20,000 | -9.1% | 700 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $22,000 | +4.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $21,000 | -4.5% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | – | 700 | – | 0.01% | – |
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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% |