FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 153 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,178,419 | -4.1% | 77,998 | -0.6% | 0.05% | -5.9% |
| Q1 2024 | $3,314,464 | +4.2% | 78,486 | +0.0% | 0.05% | -7.3% |
| Q4 2023 | $3,181,851 | +9.4% | 78,448 | +0.8% | 0.06% | -1.8% |
| Q3 2023 | $2,909,054 | -8.7% | 77,803 | -2.2% | 0.06% | -1.8% |
| Q2 2023 | $3,187,997 | -2.9% | 79,521 | -2.7% | 0.06% | -9.5% |
| Q1 2023 | $3,282,478 | +0.3% | 81,735 | -0.3% | 0.06% | -6.0% |
| Q4 2022 | $3,272,620 | +18.3% | 82,000 | +6.1% | 0.07% | +13.6% |
| Q3 2022 | $2,766,000 | +42.1% | 77,292 | +54.1% | 0.06% | +51.3% |
| Q2 2022 | $1,946,000 | -6.7% | 50,150 | +1.8% | 0.04% | +14.7% |
| Q1 2022 | $2,085,000 | +6.1% | 49,285 | +7.9% | 0.03% | +13.3% |
| Q4 2021 | $1,966,000 | +17.2% | 45,690 | +6.7% | 0.03% | +15.4% |
| Q3 2021 | $1,678,000 | +1.0% | 42,806 | +2.4% | 0.03% | +4.0% |
| Q2 2021 | $1,662,000 | +15.1% | 41,802 | +10.0% | 0.02% | +4.2% |
| Q1 2021 | $1,444,000 | +15.6% | 38,012 | +6.8% | 0.02% | +9.1% |
| Q4 2020 | $1,249,000 | +13.8% | 35,604 | +2.0% | 0.02% | 0.0% |
| Q3 2020 | $1,098,000 | -3.2% | 34,904 | -6.7% | 0.02% | -8.3% |
| Q2 2020 | $1,134,000 | +9.6% | 37,404 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $1,035,000 | -16.9% | 37,404 | +8.2% | 0.03% | +7.7% |
| Q4 2019 | $1,246,000 | +7.8% | 34,585 | +4.4% | 0.03% | +4.0% |
| Q3 2019 | $1,156,000 | +12.9% | 33,143 | +9.2% | 0.02% | +8.7% |
| Q2 2019 | $1,024,000 | +44.0% | 30,360 | +38.7% | 0.02% | +35.3% |
| Q1 2019 | $711,000 | -19.1% | 21,885 | -27.6% | 0.02% | -32.0% |
| Q4 2018 | $879,000 | +29.8% | 30,222 | +41.2% | 0.02% | +47.1% |
| Q3 2018 | $677,000 | +6.3% | 21,402 | +1.8% | 0.02% | -10.5% |
| Q2 2018 | $637,000 | +3.1% | 21,033 | +1.7% | 0.02% | -17.4% |
| Q1 2018 | $618,000 | +1.8% | 20,675 | +5.2% | 0.02% | 0.0% |
| Q4 2017 | $607,000 | +17.4% | 19,657 | +13.0% | 0.02% | +21.1% |
| Q3 2017 | $517,000 | +1.6% | 17,393 | 0.0% | 0.02% | +11.8% |
| Q2 2017 | $509,000 | +18.4% | 17,393 | +17.3% | 0.02% | +6.2% |
| Q1 2017 | $430,000 | – | 14,828 | – | 0.02% | – |
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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% |