FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,165 | -2.3% | 57,896 | +4.7% | 0.01% | -11.1% |
| Q2 2023 | $2,217 | -6.6% | 55,292 | -6.5% | 0.01% | -18.2% |
| Q1 2023 | $2,374 | -9.7% | 59,106 | -10.2% | 0.01% | -15.4% |
| Q4 2022 | $2,628 | -99.9% | 65,847 | -45.4% | 0.01% | -50.0% |
| Q3 2022 | $4,319,000 | -30.3% | 120,675 | -24.4% | 0.03% | -31.6% |
| Q2 2022 | $6,197,000 | +173.1% | 159,652 | +197.7% | 0.04% | +192.3% |
| Q1 2022 | $2,269,000 | -5.8% | 53,634 | -4.1% | 0.01% | -13.3% |
| Q4 2021 | $2,408,000 | +0.5% | 55,939 | -8.5% | 0.02% | -11.8% |
| Q3 2021 | $2,397,000 | +31.6% | 61,148 | +33.5% | 0.02% | +21.4% |
| Q2 2021 | $1,822,000 | 0.0% | 45,812 | -4.5% | 0.01% | -17.6% |
| Q1 2021 | $1,822,000 | +6.7% | 47,959 | -1.5% | 0.02% | -19.0% |
| Q4 2020 | $1,707,000 | +25.7% | 48,666 | +12.8% | 0.02% | +5.0% |
| Q3 2020 | $1,358,000 | +10.6% | 43,162 | +6.6% | 0.02% | -9.1% |
| Q2 2020 | $1,228,000 | +7.1% | 40,502 | -2.3% | 0.02% | -12.0% |
| Q1 2020 | $1,147,000 | -25.9% | 41,451 | -3.5% | 0.02% | -19.4% |
| Q4 2019 | $1,548,000 | -2.1% | 42,955 | -5.4% | 0.03% | -16.2% |
| Q3 2019 | $1,582,000 | -9.2% | 45,393 | -12.1% | 0.04% | -19.6% |
| Q2 2019 | $1,743,000 | +8.2% | 51,663 | +4.1% | 0.05% | +31.4% |
| Q1 2019 | $1,611,000 | – | 49,630 | – | 0.04% | – |
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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% |