FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 208 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,542 | -5.8% | 201,713 | +1.0% | 1.04% | +0.2% |
| Q2 2023 | $8,008 | -3.1% | 199,688 | -2.9% | 1.03% | -7.9% |
| Q1 2023 | $8,262 | -99.9% | 205,719 | -24.9% | 1.12% | -20.3% |
| Q4 2021 | $11,785,000 | +8.8% | 273,814 | -0.9% | 1.41% | -9.6% |
| Q3 2021 | $10,835,000 | +11.7% | 276,404 | +13.4% | 1.56% | +8.3% |
| Q2 2021 | $9,697,000 | +46.4% | 243,833 | +39.8% | 1.44% | +20.8% |
| Q1 2021 | $6,624,000 | +26.9% | 174,409 | +17.2% | 1.19% | +3.7% |
| Q4 2020 | $5,221,000 | +9.5% | 148,876 | -1.8% | 1.15% | -25.2% |
| Q3 2020 | $4,769,000 | +5.9% | 151,598 | +2.1% | 1.54% | -10.1% |
| Q2 2020 | $4,503,000 | +168.2% | 148,514 | +144.9% | 1.71% | +91.7% |
| Q1 2020 | $1,679,000 | -25.5% | 60,645 | -3.1% | 0.89% | -3.0% |
| Q4 2019 | $2,254,000 | +124.1% | 62,555 | +116.9% | 0.92% | +46.3% |
| Q3 2019 | $1,006,000 | +88.4% | 28,836 | +82.2% | 0.63% | +83.1% |
| Q2 2019 | $534,000 | +155.5% | 15,825 | +129.4% | 0.34% | +90.6% |
| Q2 2018 | $209,000 | -0.5% | 6,898 | -1.7% | 0.18% | -10.4% |
| Q1 2018 | $210,000 | – | 7,017 | – | 0.20% | – |
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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% |