FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 210 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $373,000 | +4.5% | 9,403 | 0.0% | 0.05% | +2.0% |
Q1 2021 | $357,000 | +8.2% | 9,403 | 0.0% | 0.05% | +2.1% |
Q4 2020 | $330,000 | +14.6% | 9,403 | +2.9% | 0.05% | +6.7% |
Q3 2020 | $288,000 | +4.0% | 9,140 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $277,000 | +9.5% | 9,140 | 0.0% | 0.04% | -2.2% |
Q1 2020 | $253,000 | -23.1% | 9,140 | 0.0% | 0.05% | +2.2% |
Q4 2019 | $329,000 | +3.1% | 9,140 | 0.0% | 0.04% | -2.2% |
Q3 2019 | $319,000 | +3.6% | 9,140 | 0.0% | 0.05% | +4.5% |
Q2 2019 | $308,000 | +3.7% | 9,140 | 0.0% | 0.04% | +10.0% |
Q1 2019 | $297,000 | +9.2% | 9,140 | -2.1% | 0.04% | -2.4% |
Q4 2018 | $272,000 | -5.9% | 9,340 | +2.2% | 0.04% | +5.1% |
Q3 2018 | $289,000 | +4.3% | 9,140 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $277,000 | +1.5% | 9,140 | 0.0% | 0.04% | +2.6% |
Q1 2018 | $273,000 | -3.2% | 9,140 | 0.0% | 0.04% | +8.6% |
Q4 2017 | $282,000 | +3.7% | 9,140 | 0.0% | 0.04% | +6.1% |
Q3 2017 | $272,000 | – | 9,140 | – | 0.03% | – |
Download |
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% |